NRSRX Mutual Fund

NRSRX Mutual Fund

NAV$66.21
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Returns Overview

1 Month
+1.92%
3 Months
+4.06%
6 Months
+14.47%
YTD
+15.84%
1 Year
+25.95%
3 Years (annualized)
+20.47%
5 Years (annualized)
+11.74%
10 Years (annualized)
+14.54%

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)
+15.84%
Peer Avg (YTD)
+11.21%
vs Peers
+4.63%

NRSRX Mutual Fund Performance

NRSRX performance across multiple time periods: 1-month 1.92%, YTD 15.84%, 1-year 25.95%, 3-year 20.47%, 5-year 11.74%, 10-year 14.54%.

NRSRX returns outperform the peer average of 11.21% 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.