NRHIX Mutual Fund

NAV$7.57

Returns Overview

1 Month
-0.92%
3 Months
-1.43%
6 Months
-2.45%
YTD
-2.45%
1 Year
+5.54%
3 Years (annualized)
+8.62%
5 Years (annualized)
+3.55%
10 Years (annualized)
+5.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRHIX 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%

NRHIX Mutual Fund Performance

NRHIX performance across multiple time periods: 1-month -0.92%, YTD -2.45%, 1-year 5.54%, 3-year 8.62%, 5-year 3.55%, 10-year 5.02%.

NRHIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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