Nasdaq - Delayed Quote USD

NAA Large Core C (SFECX)

20.36
+0.03
+(0.15%)
As of 8:07:12 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -10.47%
5y Average Return 13.16%
Number of Years Up 17
Number of Years Down 8
Best 1Y Total Return (Apr 17, 2025) 28.48%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 28.48%
Worst 3Y Total Return 5.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SFECX
Category
YTD
-5.28%
5.31%
1-Month
-5.65%
-4.19%
3-Month
-5.28%
3.90%
1-Year
6.49%
20.31%
3-Year
7.23%
6.48%
5-Year
17.10%
11.78%
10-Year
10.54%
10.96%
Last Bull Market
21.18%
25.56%
Last Bear Market
-17.35%
-15.11%

Annual Total Return (%) History

Year
SFECX
Category
2025
--
--
2024
24.46%
--
2023
25.57%
22.32%
2022
-21.87%
-16.96%
2021
27.05%
26.07%
2020
16.61%
15.83%
2019
28.48%
28.78%
2018
-7.72%
-6.27%

2017
20.92%
20.44%
2016
11.98%
10.37%
2015
0.04%
-1.07%
2014
13.76%
10.96%
2013
27.17%
31.50%
2012
11.39%
14.96%
2011
-5.17%
-1.27%
2010
14.78%
14.01%
2009
28.04%
28.17%
2008
-38.08%
-37.79%
2007
-5.66%
6.16%
2006
11.18%
14.17%
2005
3.07%
5.88%
2004
6.46%
10.02%
2003
20.12%
27.05%
2002
-24.42%
-22.25%
2001
-12.53%
-13.50%
2000
-13.34%
-6.31%
1999
--
20.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.28% -- -- --
2024 10.71% 3.59% 6.14% 2.24%
2023 7.60% 8.09% -3.48% 11.86%
2022 -6.21% -17.35% -6.28% 7.55%
2021 6.24% 8.09% 0.00% 10.63%
2020 -22.16% 22.24% 9.37% 12.06%
2019 12.97% 3.46% 1.14% 8.69%
2018 -1.30% 2.33% 7.35% -14.89%
2017 5.98% 2.71% 4.22% 6.59%
2016 0.82% 2.68% 4.37% 3.65%

2015 1.04% 0.05% -7.04% 6.44%
2014 2.38% 5.33% 0.88% 4.57%
2013 8.87% 0.70% 4.81% 10.68%
2012 13.70% -5.92% 5.38% -1.18%
2011 6.67% -3.12% -17.63% 11.41%
2010 6.86% -13.58% 11.14% 11.83%
2009 -9.12% 15.61% 16.40% 4.70%
2008 -7.29% -2.25% -12.41% -21.99%
2007 -1.95% 4.98% -0.63% -7.76%
2006 3.41% -2.20% 2.73% 7.01%
2005 -3.41% 0.67% 2.84% 3.07%
2004 0.81% 1.12% -2.69% 7.32%
2003 -3.09% 12.38% 1.07% 9.14%
2002 -0.88% -14.75% -15.57% 5.94%
2001 -12.79% 6.45% -15.15% 11.04%
2000 0.85% -3.10% -2.52% -9.04%
1999 5.17% -6.62% 10.79% --

Rank in Category (By Total Return)

YTD 76
1-Month 50
3-Month 76
1-Year 49
3-Year 68
5-Year 62

Load Adjusted Returns

1-Year 5.82%
3-Year 7.23%
5-Year 17.10%
10-Year 10.54%

Performance & Risk

YTD Return -10.47%
5y Average Return 13.16%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family New Age Alpha Advisors LLC
Net Assets 230.19M
YTD Return -5.28%
Yield 5.17%
Morningstar Rating
Inception Date Jan 29, 1999

Fund Summary

Under normal circumstances, the fund pursues its objective by investing at least 80% of its assets in large-capitalization securities that the Adviser considers having “core” characteristics. The fund manager defines “core” as investments that typically represent a balance between value and growth investing. The fund will primarily invest in equity securities, including common stocks, REITs, options, warrants, convertible debt securities of U.S. and U.S. dollar-denominated foreign issuers, and American Depositary Receipts (“ADRs”).

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