NARAX Mutual Fund

NARAX Mutual Fund

NAV$4.54
See how much of NARAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.05%
3 Months
+0.47%
6 Months
+1.09%
YTD
+1.46%
1 Year
+4.03%
3 Years (annualized)
+5.74%
5 Years (annualized)
+2.72%
10 Years (annualized)
+2.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NARAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bank of America Merrill Lynch 1-3 Year A-BBB US Corporate Index(^BML3YBBUSCOR)
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+0.12%
vs Peers
+1.34%

NARAX Mutual Fund Performance

NARAX performance across multiple time periods: 1-month -0.05%, YTD 1.46%, 1-year 4.03%, 3-year 5.74%, 5-year 2.72%, 10-year 2.84%.

NARAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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