NRLCX Mutual Fund

NRLCX Mutual Fund

NAV$63.24
See how much of NRLCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.12%
3 Months
+6.60%
6 Months
+13.01%
YTD
+20.82%
1 Year
+35.90%
3 Years (annualized)
+16.52%
5 Years (annualized)
+10.84%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+20.82%
Peer Avg (YTD)
+11.41%
vs Peers
+9.41%

NRLCX Mutual Fund Performance

NRLCX performance across multiple time periods: 1-month 1.12%, YTD 20.82%, 1-year 35.90%, 3-year 16.52%, 5-year 10.84%, 10-year 13.79%.

NRLCX returns outperform the peer average of 11.41% 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.