NRIIX Mutual Fund

NAV$23.32

Returns Overview

1 Month
+1.04%
3 Months
+0.78%
6 Months
+2.87%
YTD
+4.57%
1 Year
+8.80%
3 Years (annualized)
+9.71%
5 Years (annualized)
+4.46%
10 Years (annualized)
+5.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRIIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+4.57%
Peer Avg (YTD)
+4.14%
vs Peers
+0.43%

NRIIX Mutual Fund Performance

NRIIX performance across multiple time periods: 1-month 1.04%, YTD 4.57%, 1-year 8.80%, 3-year 9.71%, 5-year 4.46%, 10-year 5.38%.

NRIIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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