FNRCX Mutual Fund

NAV$44.14

Returns Overview

1 Month
-0.81%
3 Months
+3.18%
6 Months
+16.91%
YTD
+6.19%
1 Year
+6.09%
3 Years (annualized)
+2.38%
5 Years (annualized)
+29.87%
10 Years (annualized)
+5.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNRCX 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
MSCI USA IMI Energy 25/50 Index(^MSUIMEN2550)
This Mutual Fund (YTD)
+6.19%
Peer Avg (YTD)
+12.05%
vs Peers
-5.85%

FNRCX Mutual Fund Performance

FNRCX performance across multiple time periods: 1-month -0.81%, YTD 6.19%, 1-year 6.09%, 3-year 2.38%, 5-year 29.87%, 10-year 5.19%.

FNRCX returns trail the peer average of 12.05% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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