NFRFX Mutual Fund

NFRFX Mutual Fund

NAV$17.70
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Returns Overview

1 Month
+0.84%
3 Months
+1.50%
6 Months
+4.58%
YTD
+4.04%
1 Year
+6.11%
3 Years (annualized)
+8.35%
5 Years (annualized)
+6.15%
10 Years (annualized)
+5.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFRFX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.04%
Peer Avg (YTD)
+2.15%
vs Peers
+1.89%

NFRFX Mutual Fund Performance

NFRFX performance across multiple time periods: 1-month 0.84%, YTD 4.04%, 1-year 6.11%, 3-year 8.35%, 5-year 6.15%, 10-year 5.54%.

NFRFX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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