NSRIX Mutual Fund

NSRIX Mutual Fund

NAV$28.54
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Returns Overview

1 Month
-0.83%
3 Months
+0.81%
6 Months
+5.38%
YTD
+10.56%
1 Year
+12.20%
3 Years (annualized)
+21.89%
5 Years (annualized)
+10.07%
10 Years (annualized)
+13.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSRIX 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
MSCI World Selection Index(MCWS)
This Mutual Fund (YTD)
+10.56%
Peer Avg (YTD)
+8.05%
vs Peers
+2.51%

NSRIX Mutual Fund Performance

NSRIX performance across multiple time periods: 1-month -0.83%, YTD 10.56%, 1-year 12.20%, 3-year 21.89%, 5-year 10.07%, 10-year 13.03%.

NSRIX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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