NARCX Mutual Fund

NARCX Mutual Fund

NAV$73.33
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Returns Overview

1 Month
-2.73%
3 Months
+1.64%
6 Months
+8.73%
YTD
+10.22%
1 Year
+15.55%
3 Years (annualized)
+19.91%
5 Years (annualized)
+7.84%
10 Years (annualized)
+9.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NARCX 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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+10.22%
Peer Avg (YTD)
+7.86%
vs Peers
+2.36%

NARCX Mutual Fund Performance

NARCX performance across multiple time periods: 1-month -2.73%, YTD 10.22%, 1-year 15.55%, 3-year 19.91%, 5-year 7.84%, 10-year 9.63%.

NARCX returns outperform the peer average of 7.86% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

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