FNORX Mutual Fund

NAV$72.13

Returns Overview

1 Month
-4.39%
3 Months
+6.47%
6 Months
+8.17%
YTD
+7.58%
1 Year
+13.42%
3 Years (annualized)
+12.92%
5 Years (annualized)
+5.52%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNORX 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

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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
FTSE Capped Nordic Index(^NORDIC30)
This Mutual Fund (YTD)
+7.58%
Peer Avg (YTD)
+8.36%
vs Peers
-0.77%

FNORX Mutual Fund Performance

FNORX performance across multiple time periods: 1-month -4.39%, YTD 7.58%, 1-year 13.42%, 3-year 12.92%, 5-year 5.52%, 10-year 10.01%.

FNORX returns trail the peer average of 8.36% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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