NRARX Mutual Fund

NRARX Mutual Fund

NAV$64.03
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Returns Overview

1 Month
-2.78%
3 Months
+5.37%
6 Months
+11.92%
YTD
+13.19%
1 Year
+24.66%
3 Years (annualized)
+22.02%
5 Years (annualized)
+12.79%
10 Years (annualized)
+13.18%

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
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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)
+13.19%
Peer Avg (YTD)
+9.41%
vs Peers
+3.78%

NRARX Mutual Fund Performance

NRARX performance across multiple time periods: 1-month -2.78%, YTD 13.19%, 1-year 24.66%, 3-year 22.02%, 5-year 12.79%, 10-year 13.18%.

NRARX returns outperform the peer average of 9.41% 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.