NRIFX Mutual Fund

NRIFX Mutual Fund

NAV$21.95
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Returns Overview

1 Month
-4.46%
3 Months
-5.36%
6 Months
-1.65%
YTD
+0.46%
1 Year
+1.51%
3 Years (annualized)
+10.05%
5 Years (annualized)
+3.71%
10 Years (annualized)
+4.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRIFX 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
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+0.46%
Peer Avg (YTD)
+2.46%
vs Peers
-2.00%

NRIFX Mutual Fund Performance

NRIFX performance across multiple time periods: 1-month -4.46%, YTD 0.46%, 1-year 1.51%, 3-year 10.05%, 5-year 3.71%, 10-year 4.77%.

NRIFX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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