NRINX Mutual Fund

NAV$30.43

Returns Overview

1 Month
+3.53%
3 Months
+24.15%
6 Months
+27.27%
YTD
+25.29%
1 Year
+55.23%
3 Years (annualized)
+19.62%
5 Years (annualized)
+8.59%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+25.29%
Peer Avg (YTD)
+18.52%
vs Peers
+6.76%

NRINX Mutual Fund Performance

NRINX performance across multiple time periods: 1-month 3.53%, YTD 25.29%, 1-year 55.23%, 3-year 19.62%, 5-year 8.59%.

NRINX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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