NMFIX Mutual Fund

NMFIX Mutual Fund

NAV$14.53
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Returns Overview

1 Month
+0.55%
3 Months
-2.20%
6 Months
+4.91%
YTD
+8.97%
1 Year
+15.95%
3 Years (annualized)
+11.40%
5 Years (annualized)
+7.20%
10 Years (annualized)
+7.12%

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
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📉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
S&P Global Infrastructure Index(^SPGTINNTE:SP)
This Mutual Fund (YTD)
+8.97%
Peer Avg (YTD)
+8.19%
vs Peers
+0.78%

NMFIX Mutual Fund Performance

NMFIX performance across multiple time periods: 1-month 0.55%, YTD 8.97%, 1-year 15.95%, 3-year 11.40%, 5-year 7.20%, 10-year 7.12%.

NMFIX returns outperform the peer average of 8.19% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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