NOFIX Mutual Fund

NOFIX Mutual Fund

NAV$8.52
See how much of NOFIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
-0.65%
6 Months
-4.05%
YTD
-0.13%
1 Year
+1.99%
3 Years (annualized)
+0.04%
5 Years (annualized)
-3.94%
10 Years (annualized)
-1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NOFIX 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
PROUpgrade to run

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)
-0.13%
Peer Avg (YTD)
+2.15%
vs Peers
-2.28%

NOFIX Mutual Fund Performance

NOFIX performance across multiple time periods: YTD -0.13%, 1-year 1.99%, 3-year 0.04%, 5-year -3.94%, 10-year -1.77%.

NOFIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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