FNARX Mutual Fund

NAV$67.28

Returns Overview

1 Month
+11.53%
3 Months
+24.81%
6 Months
+33.30%
YTD
+22.25%
1 Year
+55.20%
3 Years
+19.86%
5 Years
+25.26%
10 Years
+13.37%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FNARX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P North American Natural Resources Sector Index(^SPGSSINR:SP)
This Mutual Fund (YTD)
+22.25%
Peer Avg (YTD)
+16.58%
vs Peers
+5.67%

FNARX Mutual Fund Performance

FNARX performance across multiple time periods: 1-month 11.53%, YTD 22.25%, 1-year 55.20%, 3-year 19.86%, 5-year 25.26%, 10-year 13.37%.

FNARX returns outperform the peer average of 16.58% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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