NFRIX Mutual Fund

NFRIX Mutual Fund

NAV$17.57
See how much of NFRIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.62%
3 Months
+0.26%
6 Months
+2.21%
YTD
+2.27%
1 Year
+3.66%
3 Years (annualized)
+7.34%
5 Years (annualized)
+5.57%
10 Years (annualized)
+4.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFRIX 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)
+2.27%
Peer Avg (YTD)
+0.50%
vs Peers
+1.77%

NFRIX Mutual Fund Performance

NFRIX performance across multiple time periods: 1-month -0.62%, YTD 2.27%, 1-year 3.66%, 3-year 7.34%, 5-year 5.57%, 10-year 4.99%.

NFRIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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