NFIIX Mutual Fund

NFIIX Mutual Fund

NAV$9.24
See how much of NFIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.67%
3 Months
+1.33%
6 Months
+2.49%
YTD
+2.42%
1 Year
+4.85%
3 Years (annualized)
+7.63%
5 Years (annualized)
+6.09%
10 Years (annualized)
+5.12%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar LSTA Leverage Loan Index
This Mutual Fund (YTD)
+2.42%
Peer Avg (YTD)
+0.12%
vs Peers
+2.30%

NFIIX Mutual Fund Performance

NFIIX performance across multiple time periods: 1-month 0.67%, YTD 2.42%, 1-year 4.85%, 3-year 7.63%, 5-year 6.09%, 10-year 5.12%.

NFIIX returns outperform the peer average of 0.12% 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.