NRSIX Mutual Fund

NRSIX Mutual Fund

NAV$9.97
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Returns Overview

1 Month
-1.00%
3 Months
-0.25%
6 Months
-0.44%
YTD
+0.27%
1 Year
+4.22%
3 Years (annualized)
+6.77%
5 Years (annualized)
+2.85%
10 Years (annualized)
+3.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRSIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.27%
Peer Avg (YTD)
+0.12%
vs Peers
+0.15%

NRSIX Mutual Fund Performance

NRSIX performance across multiple time periods: 1-month -1.00%, YTD 0.27%, 1-year 4.22%, 3-year 6.77%, 5-year 2.85%, 10-year 3.87%.

NRSIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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