FNORX Mutual Fund

FNORX Mutual Fund

NAV$73.18
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Returns Overview

1 Month
+0.45%
3 Months
-0.99%
6 Months
+0.71%
YTD
+8.07%
1 Year
+21.88%
3 Years (annualized)
+12.94%
5 Years (annualized)
+4.71%
10 Years (annualized)
+9.61%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE Capped Nordic Index(^NORDIC30)
This Mutual Fund (YTD)
+8.07%
Peer Avg (YTD)
+8.69%
vs Peers
-0.62%

FNORX Mutual Fund Performance

FNORX performance across multiple time periods: 1-month 0.45%, YTD 8.07%, 1-year 21.88%, 3-year 12.94%, 5-year 4.71%, 10-year 9.61%.

FNORX returns trail the peer average of 8.69% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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