NFRFX Mutual Fund

NFRFX Mutual Fund

NAV$17.81
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Returns Overview

1 Month
+0.06%
3 Months
+0.77%
6 Months
+2.67%
YTD
+2.61%
1 Year
+5.17%
3 Years (annualized)
+8.01%
5 Years (annualized)
+6.09%
10 Years (annualized)
+5.29%

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)
+2.61%
Peer Avg (YTD)
+0.12%
vs Peers
+2.49%

NFRFX Mutual Fund Performance

NFRFX performance across multiple time periods: 1-month 0.06%, YTD 2.61%, 1-year 5.17%, 3-year 8.01%, 5-year 6.09%, 10-year 5.29%.

NFRFX returns outperform the peer average of 0.12% 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.