NRARX Mutual Fund

NRARX Mutual Fund

NAV$64.72
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Returns Overview

1 Month
+4.89%
3 Months
+21.37%
6 Months
+16.56%
YTD
+16.43%
1 Year
+29.64%
3 Years (annualized)
+20.23%
5 Years (annualized)
+11.96%
10 Years (annualized)
+14.02%

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)
+16.43%
Peer Avg (YTD)
+9.51%
vs Peers
+6.92%

NRARX Mutual Fund Performance

NRARX performance across multiple time periods: 1-month 4.89%, YTD 16.43%, 1-year 29.64%, 3-year 20.23%, 5-year 11.96%, 10-year 14.02%.

NRARX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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