FNRAX Mutual Fund

NAV$47.88

Returns Overview

1 Month
-6.29%
3 Months
-6.24%
6 Months
+15.23%
YTD
+13.11%
1 Year
+39.88%
3 Years (annualized)
+17.01%
5 Years (annualized)
+16.83%
10 Years (annualized)
+7.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNRAX 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
S&P North American Natural Resources Sector Index(^SPGSSINR:SP)
This Mutual Fund (YTD)
+13.11%
Peer Avg (YTD)
+14.02%
vs Peers
-0.91%

FNRAX Mutual Fund Performance

FNRAX performance across multiple time periods: 1-month -6.29%, YTD 13.11%, 1-year 39.88%, 3-year 17.01%, 5-year 16.83%, 10-year 7.62%.

FNRAX returns trail the peer average of 14.02% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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