NRAEX Mutual Fund

NRAEX Mutual Fund

NAV$66.27
See how much of NRAEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.96%
3 Months
+4.19%
6 Months
+14.76%
YTD
+16.21%
1 Year
+26.59%
3 Years (annualized)
+23.41%
5 Years (annualized)
+13.77%
10 Years (annualized)
+14.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRAEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.21%
Peer Avg (YTD)
+11.21%
vs Peers
+5.00%

NRAEX Mutual Fund Performance

NRAEX performance across multiple time periods: 1-month 1.96%, YTD 16.21%, 1-year 26.59%, 3-year 23.41%, 5-year 13.77%, 10-year 14.49%.

NRAEX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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