FNARX Mutual Fund

FNARX Mutual Fund

NAV$71.33
See how much of FNARX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+8.99%
3 Months
-3.39%
6 Months
+10.61%
YTD
+23.69%
1 Year
+39.57%
3 Years (annualized)
+17.08%
5 Years (annualized)
+22.43%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNARX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P North American Natural Resources Sector Index(^SPGSSINR:SP)
This Mutual Fund (YTD)
+23.69%
Peer Avg (YTD)
+19.98%
vs Peers
+3.71%

FNARX Mutual Fund Performance

FNARX performance across multiple time periods: 1-month 8.99%, YTD 23.69%, 1-year 39.57%, 3-year 17.08%, 5-year 22.43%, 10-year 10.73%.

FNARX returns outperform the peer average of 19.98% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

FNARX vs another fund shows side-by-side returns. FNARX alternatives are available in the Mutual Fund Screener.