NRIFX Mutual Fund

NRIFX Mutual Fund

NAV$23.03
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Returns Overview

1 Month
+0.47%
3 Months
+0.82%
6 Months
+2.66%
YTD
+7.41%
1 Year
+12.06%
3 Years (annualized)
+10.11%
5 Years (annualized)
+4.75%
10 Years (annualized)
+5.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRIFX 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
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+7.41%
Peer Avg (YTD)
+3.39%
vs Peers
+4.02%

NRIFX Mutual Fund Performance

NRIFX performance across multiple time periods: 1-month 0.47%, YTD 7.41%, 1-year 12.06%, 3-year 10.11%, 5-year 4.75%, 10-year 5.27%.

NRIFX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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