NIFIX Mutual Fund

NIFIX Mutual Fund

NAV$8.86
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Returns Overview

1 Month
-0.79%
3 Months
-0.86%
6 Months
+0.03%
YTD
+0.47%
1 Year
+2.38%
3 Years (annualized)
+3.57%
5 Years (annualized)
+0.13%
10 Years (annualized)
+2.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIFIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Treasury Inflation Protected Securities Index(^BBUTIPS)
This Mutual Fund (YTD)
+0.47%
Peer Avg (YTD)
+0.12%
vs Peers
+0.35%

NIFIX Mutual Fund Performance

NIFIX performance across multiple time periods: 1-month -0.79%, YTD 0.47%, 1-year 2.38%, 3-year 3.57%, 5-year 0.13%, 10-year 2.26%.

NIFIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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