NHIAX Mutual Fund

NAV$7.57

Returns Overview

1 Month
+0.24%
3 Months
+2.17%
6 Months
+1.44%
YTD
+1.44%
1 Year
+5.04%
3 Years (annualized)
+8.05%
5 Years (annualized)
+2.60%
10 Years (annualized)
+4.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NHIAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+1.44%
Peer Avg (YTD)
+3.23%
vs Peers
-1.79%

NHIAX Mutual Fund Performance

NHIAX performance across multiple time periods: 1-month 0.24%, YTD 1.44%, 1-year 5.04%, 3-year 8.05%, 5-year 2.60%, 10-year 4.28%.

NHIAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

NHIAX performance comparison shows side-by-side returns with another fund. NHIAX alternatives are available in the Mutual Fund Screener.