NRIAX Mutual Fund

NRIAX Mutual Fund

NAV$22.45
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Returns Overview

1 Month
+2.56%
3 Months
-2.98%
6 Months
-2.27%
YTD
+4.15%
1 Year
+5.66%
3 Years (annualized)
+11.70%
5 Years (annualized)
+3.62%
10 Years (annualized)
+4.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRIAX 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
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+4.15%
Peer Avg (YTD)
+2.95%
vs Peers
+1.20%

NRIAX Mutual Fund Performance

NRIAX performance across multiple time periods: 1-month 2.56%, YTD 4.15%, 1-year 5.66%, 3-year 11.70%, 5-year 3.62%, 10-year 4.93%.

NRIAX returns outperform the peer average of 2.95% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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