NFIAX Mutual Fund

NFIAX Mutual Fund

NAV$9.17
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Returns Overview

1 Month
-0.21%
3 Months
+0.83%
6 Months
+2.18%
YTD
+3.16%
1 Year
+4.16%
3 Years (annualized)
+6.88%
5 Years (annualized)
+5.60%
10 Years (annualized)
+4.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NFIAX 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
Morningstar LSTA Leverage Loan Index
This Mutual Fund (YTD)
+3.16%
Peer Avg (YTD)
+2.28%
vs Peers
+0.87%

NFIAX Mutual Fund Performance

NFIAX performance across multiple time periods: 1-month -0.21%, YTD 3.16%, 1-year 4.16%, 3-year 6.88%, 5-year 5.60%, 10-year 4.46%.

NFIAX returns outperform the peer average of 2.28% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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