NRFNX Mutual Fund

NAV$12.63
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Returns Overview

1 Month
+1.75%
3 Months
+9.25%
6 Months
+11.01%
YTD
+11.01%
1 Year
+13.87%
3 Years (annualized)
+10.61%
5 Years (annualized)
+2.64%
10 Years (annualized)
+4.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRFNX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index (Net)
This Mutual Fund (YTD)
+11.01%
Peer Avg (YTD)
+11.24%
vs Peers
-0.23%

NRFNX Mutual Fund Performance

NRFNX performance across multiple time periods: 1-month 1.75%, YTD 11.01%, 1-year 13.87%, 3-year 10.61%, 5-year 2.64%, 10-year 4.34%.

NRFNX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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