NARAX Mutual Fund

NARAX Mutual Fund

NAV$4.46
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Returns Overview

1 Month
+0.34%
3 Months
+0.44%
6 Months
+0.65%
YTD
+1.80%
1 Year
+3.32%
3 Years (annualized)
+5.75%
5 Years (annualized)
+2.80%
10 Years (annualized)
+2.83%

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
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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
Bank of America Merrill Lynch 1-3 Year A-BBB US Corporate Index(^BML3YBBUSCOR)
This Mutual Fund (YTD)
+1.80%
Peer Avg (YTD)
+2.15%
vs Peers
-0.35%

NARAX Mutual Fund Performance

NARAX performance across multiple time periods: 1-month 0.34%, YTD 1.80%, 1-year 3.32%, 3-year 5.75%, 5-year 2.80%, 10-year 2.83%.

NARAX returns trail the peer average of 2.15% 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.