NFIIX Mutual Fund

NFIIX Mutual Fund

NAV$9.16
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Returns Overview

1 Month
-0.65%
3 Months
+0.44%
6 Months
+1.78%
YTD
+2.87%
1 Year
+3.93%
3 Years (annualized)
+7.07%
5 Years (annualized)
+5.86%
10 Years (annualized)
+4.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFIIX 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)
+2.87%
Peer Avg (YTD)
+1.93%
vs Peers
+0.94%

NFIIX Mutual Fund Performance

NFIIX performance across multiple time periods: 1-month -0.65%, YTD 2.87%, 1-year 3.93%, 3-year 7.07%, 5-year 5.86%, 10-year 4.76%.

NFIIX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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