NAARX Mutual Fund

NAV$13.23

Returns Overview

1 Month
+0.08%
3 Months
+3.70%
6 Months
+4.01%
YTD
+3.77%
1 Year
+9.43%
3 Years (annualized)
+9.49%
5 Years (annualized)
+4.56%
10 Years (annualized)
+5.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAARX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+3.77%
Peer Avg (YTD)
+4.14%
vs Peers
-0.37%

NAARX Mutual Fund Performance

NAARX performance across multiple time periods: 1-month 0.08%, YTD 3.77%, 1-year 9.43%, 3-year 9.49%, 5-year 4.56%, 10-year 5.49%.

NAARX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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