FNORX Mutual Fund

FNORX Mutual Fund

NAV$70.64
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Returns Overview

1 Month
+1.91%
3 Months
-1.18%
6 Months
-2.15%
YTD
+6.79%
1 Year
+12.39%
3 Years (annualized)
+14.87%
5 Years (annualized)
+4.49%
10 Years (annualized)
+10.18%

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)
+6.79%
Peer Avg (YTD)
+9.73%
vs Peers
-2.94%

FNORX Mutual Fund Performance

FNORX performance across multiple time periods: 1-month 1.91%, YTD 6.79%, 1-year 12.39%, 3-year 14.87%, 5-year 4.49%, 10-year 10.18%.

FNORX returns trail the peer average of 9.73% 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.