NHIRX Mutual Fund

NAV$7.56

Returns Overview

1 Month
-0.79%
3 Months
-1.43%
6 Months
-2.45%
YTD
-2.45%
1 Year
+4.78%
3 Years (annualized)
+7.82%
5 Years (annualized)
+2.78%
10 Years (annualized)
+4.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NHIRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-2.45%
Peer Avg (YTD)
+3.23%
vs Peers
-5.68%

NHIRX Mutual Fund Performance

NHIRX performance across multiple time periods: 1-month -0.79%, YTD -2.45%, 1-year 4.78%, 3-year 7.82%, 5-year 2.78%, 10-year 4.25%.

NHIRX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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