NAIFX Mutual Fund

NAIFX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
+0.75%
3 Months
+1.56%
6 Months
+3.85%
YTD
+3.85%
1 Year
+8.38%
3 Years (annualized)
+8.48%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+3.85%
Peer Avg (YTD)
+2.39%
vs Peers
+1.46%

NAIFX Mutual Fund Performance

NAIFX performance across multiple time periods: 1-month 0.75%, YTD 3.85%, 1-year 8.38%, 3-year 8.48%.

NAIFX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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