NAIFX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
+2.19%
3 Months
+1.56%
6 Months
+3.96%
YTD
+3.96%
1 Year
+8.38%
3 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAIFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+3.96%
Peer Avg (YTD)
+3.47%
vs Peers
+0.49%

NAIFX Mutual Fund Performance

NAIFX performance across multiple time periods: 1-month 2.19%, YTD 3.96%, 1-year 8.38%, 3-year 7.67%.

NAIFX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

NAIFX performance comparison shows side-by-side returns with another fund. NAIFX alternatives are available in the Mutual Fund Screener.