NFRIX Mutual Fund

NFRIX Mutual Fund

NAV$17.75
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Returns Overview

3 Months
+1.31%
6 Months
+0.42%
YTD
+2.56%
1 Year
+5.09%
3 Years (annualized)
+7.92%
5 Years (annualized)
+6.00%
10 Years (annualized)
+5.19%

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)
+2.56%
Peer Avg (YTD)
+0.12%
vs Peers
+2.44%

NFRIX Mutual Fund Performance

NFRIX performance across multiple time periods: YTD 2.56%, 1-year 5.09%, 3-year 7.92%, 5-year 6.00%, 10-year 5.19%.

NFRIX returns outperform the peer average of 0.12% 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.