FNARX Mutual Fund

FNARX Mutual Fund

NAV$68.68
See how much of FNARX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.36%
3 Months
+12.92%
6 Months
+9.09%
YTD
+36.90%
1 Year
+46.81%
3 Years (annualized)
+23.70%
5 Years (annualized)
+22.37%
10 Years (annualized)
+11.81%

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)
+36.90%
Peer Avg (YTD)
+25.52%
vs Peers
+11.39%

FNARX Mutual Fund Performance

FNARX performance across multiple time periods: 1-month 6.36%, YTD 36.90%, 1-year 46.81%, 3-year 23.70%, 5-year 22.37%, 10-year 11.81%.

FNARX returns outperform the peer average of 25.52% 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.