NRICX Mutual Fund

NRICX Mutual Fund

NAV$22.35
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Returns Overview

1 Month
+2.49%
3 Months
-3.18%
6 Months
-2.65%
YTD
+3.10%
1 Year
+4.88%
3 Years (annualized)
+10.57%
5 Years (annualized)
+2.42%
10 Years (annualized)
+3.76%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+3.10%
Peer Avg (YTD)
+3.07%
vs Peers
+0.03%

NRICX Mutual Fund Performance

NRICX performance across multiple time periods: 1-month 2.49%, YTD 3.10%, 1-year 4.88%, 3-year 10.57%, 5-year 2.42%, 10-year 3.76%.

NRICX returns outperform the peer average of 3.07% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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