NRSRX Mutual Fund

NRSRX Mutual Fund

NAV$63.36
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Returns Overview

1 Month
-3.17%
3 Months
-1.68%
6 Months
+3.80%
YTD
+11.75%
1 Year
+18.04%
3 Years (annualized)
+24.57%
5 Years (annualized)
+12.79%
10 Years (annualized)
+14.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRSRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.75%
Peer Avg (YTD)
+10.80%
vs Peers
+0.95%

NRSRX Mutual Fund Performance

NRSRX performance across multiple time periods: 1-month -3.17%, YTD 11.75%, 1-year 18.04%, 3-year 24.57%, 5-year 12.79%, 10-year 14.55%.

NRSRX returns outperform the peer average of 10.80% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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