NRIIX Mutual Fund

NRIIX Mutual Fund

NAV$21.82
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Returns Overview

1 Month
-4.48%
3 Months
-5.40%
6 Months
-1.30%
YTD
+0.80%
1 Year
+1.40%
3 Years (annualized)
+10.27%
5 Years (annualized)
+4.27%
10 Years (annualized)
+5.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRIIX 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
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📉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)
+0.80%
Peer Avg (YTD)
+2.46%
vs Peers
-1.66%

NRIIX Mutual Fund Performance

NRIIX performance across multiple time periods: 1-month -4.48%, YTD 0.80%, 1-year 1.40%, 3-year 10.27%, 5-year 4.27%, 10-year 5.18%.

NRIIX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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