NSRIX Mutual Fund

NAV$28.56

Returns Overview

1 Month
+0.46%
3 Months
+15.09%
6 Months
+9.94%
YTD
+9.56%
1 Year
+22.47%
3 Years (annualized)
+19.05%
5 Years (annualized)
+11.57%
10 Years (annualized)
+13.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSRIX 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
MSCI World Selection Index(MCWS)
This Mutual Fund (YTD)
+9.56%
Peer Avg (YTD)
+9.13%
vs Peers
+0.43%

NSRIX Mutual Fund Performance

NSRIX performance across multiple time periods: 1-month 0.46%, YTD 9.56%, 1-year 22.47%, 3-year 19.05%, 5-year 11.57%, 10-year 13.15%.

NSRIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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