NAARX Mutual Fund

NAARX Mutual Fund

NAV$13.01
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Returns Overview

1 Month
+0.23%
3 Months
+1.31%
6 Months
+2.48%
YTD
+4.01%
1 Year
+9.68%
3 Years (annualized)
+9.16%
5 Years (annualized)
+4.42%
10 Years (annualized)
+5.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAARX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+4.01%
Peer Avg (YTD)
+3.39%
vs Peers
+0.62%

NAARX Mutual Fund Performance

NAARX performance across multiple time periods: 1-month 0.23%, YTD 4.01%, 1-year 9.68%, 3-year 9.16%, 5-year 4.42%, 10-year 5.39%.

NAARX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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