FNARX Mutual Fund

NAV$65.84
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Returns Overview

1 Month
-7.65%
3 Months
-12.76%
6 Months
+13.49%
YTD
+11.24%
1 Year
+29.95%
3 Years (annualized)
+17.14%
5 Years (annualized)
+18.97%
10 Years (annualized)
+9.77%

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
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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
S&P North American Natural Resources Sector Index(^SPGSSINR:SP)
This Mutual Fund (YTD)
+11.24%
Peer Avg (YTD)
+14.02%
vs Peers
-2.78%

FNARX Mutual Fund Performance

FNARX performance across multiple time periods: 1-month -7.65%, YTD 11.24%, 1-year 29.95%, 3-year 17.14%, 5-year 18.97%, 10-year 9.77%.

FNARX returns trail the peer average of 14.02% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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