NRIAX Mutual Fund

NRIAX Mutual Fund

NAV$23.10
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Returns Overview

1 Month
+0.09%
3 Months
+3.82%
6 Months
+6.20%
YTD
+5.96%
1 Year
+9.89%
3 Years (annualized)
+9.89%
5 Years (annualized)
+4.46%
10 Years (annualized)
+5.23%

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)
+5.96%
Peer Avg (YTD)
+4.14%
vs Peers
+1.82%

NRIAX Mutual Fund Performance

NRIAX performance across multiple time periods: 1-month 0.09%, YTD 5.96%, 1-year 9.89%, 3-year 9.89%, 5-year 4.46%, 10-year 5.23%.

NRIAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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