FNARX Mutual Fund

FNARX Mutual Fund

NAV$72.76
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Returns Overview

1 Month
-3.66%
3 Months
+15.71%
6 Months
+0.94%
YTD
+28.72%
1 Year
+35.71%
3 Years (annualized)
+20.29%
5 Years (annualized)
+25.10%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNARX 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 North American Natural Resources Sector Index(^SPGSSINR:SP)
This Mutual Fund (YTD)
+28.72%
Peer Avg (YTD)
+19.29%
vs Peers
+9.43%

FNARX Mutual Fund Performance

FNARX performance across multiple time periods: 1-month -3.66%, YTD 28.72%, 1-year 35.71%, 3-year 20.29%, 5-year 25.10%, 10-year 11.37%.

FNARX returns outperform the peer average of 19.29% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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