NFRAX Mutual Fund

NFRAX Mutual Fund

NAV$17.54
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Returns Overview

1 Month
-0.74%
3 Months
-0.03%
6 Months
+1.21%
YTD
+2.96%
1 Year
+3.98%
3 Years (annualized)
+7.50%
5 Years (annualized)
+5.49%
10 Years (annualized)
+4.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFRAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.96%
Peer Avg (YTD)
+1.93%
vs Peers
+1.04%

NFRAX Mutual Fund Performance

NFRAX performance across multiple time periods: 1-month -0.74%, YTD 2.96%, 1-year 3.98%, 3-year 7.50%, 5-year 5.49%, 10-year 4.91%.

NFRAX returns outperform the peer average of 1.93% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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