NRSRX Mutual Fund

NRSRX Mutual Fund

NAV$65.17
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Returns Overview

1 Month
-2.71%
3 Months
+5.57%
6 Months
+12.34%
YTD
+13.66%
1 Year
+25.56%
3 Years (annualized)
+22.89%
5 Years (annualized)
+13.60%
10 Years (annualized)
+14.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRSRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.66%
Peer Avg (YTD)
+9.41%
vs Peers
+4.25%

NRSRX Mutual Fund Performance

NRSRX performance across multiple time periods: 1-month -2.71%, YTD 13.66%, 1-year 25.56%, 3-year 22.89%, 5-year 13.60%, 10-year 14.10%.

NRSRX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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