NFIAX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
+0.08%
3 Months
+1.78%
6 Months
+1.55%
YTD
+1.55%
1 Year
+4.64%
3 Years (annualized)
+7.44%
5 Years (annualized)
+5.00%
10 Years (annualized)
+4.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFIAX 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

Benchmark
Morningstar LSTA Leverage Loan Index
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+3.23%
vs Peers
-1.68%

NFIAX Mutual Fund Performance

NFIAX performance across multiple time periods: 1-month 0.08%, YTD 1.55%, 1-year 4.64%, 3-year 7.44%, 5-year 5.00%, 10-year 4.52%.

NFIAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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