NFIIX Mutual Fund

NFIIX Mutual Fund

NAV$9.17
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Returns Overview

1 Month
+0.10%
3 Months
+1.78%
6 Months
+3.68%
YTD
+3.54%
1 Year
+5.05%
3 Years (annualized)
+7.52%
5 Years (annualized)
+5.62%
10 Years (annualized)
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFIIX 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
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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
Morningstar LSTA Leverage Loan Index
This Mutual Fund (YTD)
+3.54%
Peer Avg (YTD)
+0.50%
vs Peers
+3.04%

NFIIX Mutual Fund Performance

NFIIX performance across multiple time periods: 1-month 0.10%, YTD 3.54%, 1-year 5.05%, 3-year 7.52%, 5-year 5.62%, 10-year 4.81%.

NFIIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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