NFRIX Mutual Fund

NFRIX Mutual Fund

NAV$17.56
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Returns Overview

1 Month
-0.74%
3 Months
+0.07%
6 Months
+1.38%
YTD
+2.64%
1 Year
+3.69%
3 Years (annualized)
+7.04%
5 Years (annualized)
+5.45%
10 Years (annualized)
+4.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFRIX 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)
+2.64%
Peer Avg (YTD)
+1.93%
vs Peers
+0.71%

NFRIX Mutual Fund Performance

NFRIX performance across multiple time periods: 1-month -0.74%, YTD 2.64%, 1-year 3.69%, 3-year 7.04%, 5-year 5.45%, 10-year 4.78%.

NFRIX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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