NMFIX Mutual Fund

NAV$14.66

Returns Overview

1 Month
-0.11%
3 Months
+1.25%
6 Months
+9.18%
YTD
+8.38%
1 Year
+14.89%
3 Years (annualized)
+11.81%
5 Years (annualized)
+7.51%
10 Years (annualized)
+7.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMFIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Global Infrastructure Index(^SPGTINNTE:SP)
This Mutual Fund (YTD)
+8.38%
Peer Avg (YTD)
+10.15%
vs Peers
-1.77%

NMFIX Mutual Fund Performance

NMFIX performance across multiple time periods: 1-month -0.11%, YTD 8.38%, 1-year 14.89%, 3-year 11.81%, 5-year 7.51%, 10-year 7.32%.

NMFIX returns trail the peer average of 10.15% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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