NRSRX Mutual Fund

NAV$65.85

Returns Overview

1 Month
+4.94%
3 Months
+21.58%
6 Months
+16.97%
YTD
+16.82%
1 Year
+27.38%
3 Years (annualized)
+20.10%
5 Years (annualized)
+12.23%
10 Years (annualized)
+14.94%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.82%
Peer Avg (YTD)
+9.51%
vs Peers
+7.32%

NRSRX Mutual Fund Performance

NRSRX performance across multiple time periods: 1-month 4.94%, YTD 16.82%, 1-year 27.38%, 3-year 20.10%, 5-year 12.23%, 10-year 14.94%.

NRSRX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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