NMFIX Mutual Fund

NMFIX Mutual Fund

NAV$14.06
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Returns Overview

1 Month
-6.04%
3 Months
-6.62%
6 Months
-5.45%
YTD
+1.21%
1 Year
+4.57%
3 Years (annualized)
+13.10%
5 Years (annualized)
+6.70%
10 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMFIX 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
S&P Global Infrastructure Index(^SPGTINNTE:SP)
This Mutual Fund (YTD)
+1.21%
Peer Avg (YTD)
+0.92%
vs Peers
+0.29%

NMFIX Mutual Fund Performance

NMFIX performance across multiple time periods: 1-month -6.04%, YTD 1.21%, 1-year 4.57%, 3-year 13.10%, 5-year 6.70%, 10-year 7.07%.

NMFIX returns outperform the peer average of 0.92% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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