NRIQX Mutual Fund

NRIQX Mutual Fund

NAV$15.25
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Returns Overview

1 Month
+0.66%
3 Months
+11.11%
6 Months
+6.89%
YTD
+6.00%
1 Year
+10.82%
3 Years (annualized)
+13.35%
5 Years (annualized)
+5.14%
10 Years (annualized)
+8.42%

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
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📉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)
+6.00%
Peer Avg (YTD)
+8.97%
vs Peers
-2.97%

NRIQX Mutual Fund Performance

NRIQX performance across multiple time periods: 1-month 0.66%, YTD 6.00%, 1-year 10.82%, 3-year 13.35%, 5-year 5.14%, 10-year 8.42%.

NRIQX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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