NRLCX Mutual Fund

NRLCX Mutual Fund

NAV$61.49
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Returns Overview

1 Month
+2.69%
3 Months
+5.77%
6 Months
+11.89%
YTD
+24.07%
1 Year
+34.15%
3 Years (annualized)
+18.64%
5 Years (annualized)
+11.11%
10 Years (annualized)
+13.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRLCX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+24.07%
Peer Avg (YTD)
+12.44%
vs Peers
+11.63%

NRLCX Mutual Fund Performance

NRLCX performance across multiple time periods: 1-month 2.69%, YTD 24.07%, 1-year 34.15%, 3-year 18.64%, 5-year 11.11%, 10-year 13.79%.

NRLCX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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