NARCX Mutual Fund

NAV$71.03

Returns Overview

1 Month
-1.93%
3 Months
-1.63%
6 Months
-1.21%
YTD
+6.32%
1 Year
+20.77%
3 Years (annualized)
+18.21%
5 Years (annualized)
+7.30%
10 Years (annualized)
+9.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NARCX 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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+6.32%
Peer Avg (YTD)
+9.16%
vs Peers
-2.85%

NARCX Mutual Fund Performance

NARCX performance across multiple time periods: 1-month -1.93%, YTD 6.32%, 1-year 20.77%, 3-year 18.21%, 5-year 7.30%, 10-year 9.56%.

NARCX returns trail the peer average of 9.16% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

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