NRFYX Mutual Fund

NAV$12.55

Returns Overview

1 Month
+1.66%
3 Months
+9.18%
6 Months
+10.93%
YTD
+10.93%
1 Year
+13.75%
3 Years (annualized)
+10.55%
5 Years (annualized)
+2.58%
10 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRFYX 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

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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)
+10.93%
Peer Avg (YTD)
+11.24%
vs Peers
-0.32%

NRFYX Mutual Fund Performance

NRFYX performance across multiple time periods: 1-month 1.66%, YTD 10.93%, 1-year 13.75%, 3-year 10.55%, 5-year 2.58%, 10-year 2.97%.

NRFYX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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