NRAEX Mutual Fund

NRAEX Mutual Fund

NAV$65.48
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Returns Overview

1 Month
-2.66%
3 Months
+5.71%
6 Months
+12.61%
YTD
+13.98%
1 Year
+26.21%
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
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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)
+13.98%
Peer Avg (YTD)
+9.41%
vs Peers
+4.57%

NRAEX Mutual Fund Performance

NRAEX performance across multiple time periods: 1-month -2.66%, YTD 13.98%, 1-year 26.21%, 3-year 23.41%, 5-year 13.77%, 10-year 14.49%.

NRAEX returns outperform the peer average of 9.41% 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.