NRICX Mutual Fund

NAV$23.10
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Returns Overview

1 Month
+0.09%
3 Months
+2.58%
6 Months
+4.74%
YTD
+4.51%
1 Year
+8.04%
3 Years (annualized)
+8.70%
5 Years (annualized)
+3.33%
10 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRICX 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

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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
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+4.51%
Peer Avg (YTD)
+4.14%
vs Peers
+0.36%

NRICX Mutual Fund Performance

NRICX performance across multiple time periods: 1-month 0.09%, YTD 4.51%, 1-year 8.04%, 3-year 8.70%, 5-year 3.33%, 10-year 4.24%.

NRICX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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