NFIAX Mutual Fund

NFIAX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
+0.75%
3 Months
+1.35%
6 Months
+2.42%
YTD
+2.31%
1 Year
+4.58%
3 Years (annualized)
+7.27%
5 Years (annualized)
+5.72%
10 Years (annualized)
+4.75%

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
PROUpgrade to run
📉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

Benchmark
Morningstar LSTA Leverage Loan Index
This Mutual Fund (YTD)
+2.31%
Peer Avg (YTD)
+0.12%
vs Peers
+2.19%

NFIAX Mutual Fund Performance

NFIAX performance across multiple time periods: 1-month 0.75%, YTD 2.31%, 1-year 4.58%, 3-year 7.27%, 5-year 5.72%, 10-year 4.75%.

NFIAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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