NRINX Mutual Fund

NRINX Mutual Fund

NAV$29.01
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Returns Overview

1 Month
+2.40%
3 Months
-0.88%
6 Months
+2.03%
YTD
+16.76%
1 Year
+21.89%
3 Years (annualized)
+21.44%
5 Years (annualized)
+7.09%
10 Years (annualized)
+12.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRINX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+16.76%
Peer Avg (YTD)
+12.21%
vs Peers
+4.55%

NRINX Mutual Fund Performance

NRINX performance across multiple time periods: 1-month 2.40%, YTD 16.76%, 1-year 21.89%, 3-year 21.44%, 5-year 7.09%, 10-year 12.16%.

NRINX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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