NRAAX Mutual Fund

NRAAX Mutual Fund

NAV$65.34
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Returns Overview

1 Month
+4.91%
3 Months
+21.47%
6 Months
+16.71%
YTD
+16.59%
1 Year
+29.98%
3 Years (annualized)
+20.55%
5 Years (annualized)
+12.25%
10 Years (annualized)
+13.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRAAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.59%
Peer Avg (YTD)
+9.51%
vs Peers
+7.08%

NRAAX Mutual Fund Performance

NRAAX performance across multiple time periods: 1-month 4.91%, YTD 16.59%, 1-year 29.98%, 3-year 20.55%, 5-year 12.25%, 10-year 13.46%.

NRAAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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