NRIIX Mutual Fund

NRIIX Mutual Fund

NAV$22.35
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Returns Overview

1 Month
+2.63%
3 Months
-2.92%
6 Months
-2.10%
YTD
+3.96%
1 Year
+5.99%
3 Years (annualized)
+11.68%
5 Years (annualized)
+3.44%
10 Years (annualized)
+4.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRIIX 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)
+3.96%
Peer Avg (YTD)
+2.95%
vs Peers
+1.01%

NRIIX Mutual Fund Performance

NRIIX performance across multiple time periods: 1-month 2.63%, YTD 3.96%, 1-year 5.99%, 3-year 11.68%, 5-year 3.44%, 10-year 4.78%.

NRIIX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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