NRIQX Mutual Fund

NRIQX Mutual Fund

NAV$15.10
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Returns Overview

1 Month
-2.43%
3 Months
+1.30%
6 Months
-1.72%
YTD
+3.42%
1 Year
+11.79%
3 Years (annualized)
+11.53%
5 Years (annualized)
+4.25%
10 Years (annualized)
+7.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRIQX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+3.42%
Peer Avg (YTD)
+6.23%
vs Peers
-2.82%

NRIQX Mutual Fund Performance

NRIQX performance across multiple time periods: 1-month -2.43%, YTD 3.42%, 1-year 11.79%, 3-year 11.53%, 5-year 4.25%, 10-year 7.76%.

NRIQX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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