NIORX Mutual Fund

NAV$13.08

Returns Overview

1 Month
+5.66%
3 Months
+2.25%
6 Months
-2.51%
YTD
+4.45%
1 Year
+5.17%
3 Years (annualized)
+3.11%
5 Years (annualized)
+7.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIORX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+4.45%
Peer Avg (YTD)
-1.02%
vs Peers
+5.47%

NIORX Mutual Fund Performance

NIORX performance across multiple time periods: 1-month 5.66%, YTD 4.45%, 1-year 5.17%, 3-year 3.11%, 5-year 7.58%.

NIORX returns outperform the peer average of -1.02% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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