NRCFX Mutual Fund

NAV$14.65

Returns Overview

1 Month
+4.05%
3 Months
+5.32%
6 Months
+11.49%
YTD
+14.10%
1 Year
+12.61%
3 Years (annualized)
+9.44%
5 Years (annualized)
+1.56%
10 Years (annualized)
+2.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRCFX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index (Net)
This Mutual Fund (YTD)
+14.10%
Peer Avg (YTD)
+11.24%
vs Peers
+2.85%

NRCFX Mutual Fund Performance

NRCFX performance across multiple time periods: 1-month 4.05%, YTD 14.10%, 1-year 12.61%, 3-year 9.44%, 5-year 1.56%, 10-year 2.49%.

NRCFX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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