NIFIX Mutual Fund

NAV$8.85

Returns Overview

1 Month
-0.40%
3 Months
+0.81%
6 Months
+1.15%
YTD
+1.27%
1 Year
+3.19%
3 Years (annualized)
+3.88%
5 Years (annualized)
+0.77%
10 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIFIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US Treasury Inflation Protected Securities Index(^BBUTIPS)
This Mutual Fund (YTD)
+1.27%
Peer Avg (YTD)
+3.23%
vs Peers
-1.96%

NIFIX Mutual Fund Performance

NIFIX performance across multiple time periods: 1-month -0.40%, YTD 1.27%, 1-year 3.19%, 3-year 3.88%, 5-year 0.77%, 10-year 2.43%.

NIFIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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