NRARX Mutual Fund

NRARX Mutual Fund

NAV$66.08
See how much of NRARX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.87%
3 Months
+3.88%
6 Months
+14.05%
YTD
+15.31%
1 Year
+25.07%
3 Years (annualized)
+19.59%
5 Years (annualized)
+10.91%
10 Years (annualized)
+20.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRARX 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)
+15.31%
Peer Avg (YTD)
+11.21%
vs Peers
+4.10%

NRARX Mutual Fund Performance

NRARX performance across multiple time periods: 1-month 1.87%, YTD 15.31%, 1-year 25.07%, 3-year 19.59%, 5-year 10.91%, 10-year 20.60%.

NRARX returns outperform the peer average of 11.21% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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