NIFIX Mutual Fund

NIFIX Mutual Fund

NAV$8.56
See how much of NIFIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.38%
3 Months
-3.03%
6 Months
-2.24%
YTD
-1.80%
1 Year
-1.85%
3 Years (annualized)
+3.88%
5 Years (annualized)
+0.17%
10 Years (annualized)
+2.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIFIX 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 Barclays US Treasury Inflation Protected Securities Index(^BBUTIPS)
This Mutual Fund (YTD)
-1.80%
Peer Avg (YTD)
+0.50%
vs Peers
-2.30%

NIFIX Mutual Fund Performance

NIFIX performance across multiple time periods: 1-month -2.38%, YTD -1.80%, 1-year -1.85%, 3-year 3.88%, 5-year 0.17%, 10-year 2.31%.

NIFIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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