NFRFX Mutual Fund

NAV$17.80

Returns Overview

1 Month
-0.50%
3 Months
+1.95%
6 Months
+1.98%
YTD
+1.98%
1 Year
+5.28%
3 Years (annualized)
+8.37%
5 Years (annualized)
+5.95%
10 Years (annualized)
+5.60%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.98%
Peer Avg (YTD)
+3.23%
vs Peers
-1.24%

NFRFX Mutual Fund Performance

NFRFX performance across multiple time periods: 1-month -0.50%, YTD 1.98%, 1-year 5.28%, 3-year 8.37%, 5-year 5.95%, 10-year 5.60%.

NFRFX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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