NRFAX Mutual Fund

NRFAX Mutual Fund

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Returns Overview

1 Month
-5.68%
3 Months
-6.09%
6 Months
+2.52%
YTD
+4.07%
1 Year
+3.05%
3 Years (annualized)
+10.17%
5 Years (annualized)
+1.29%
10 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRFAX 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
MSCI World Index (Net)
This Mutual Fund (YTD)
+4.07%
Peer Avg (YTD)
+4.73%
vs Peers
-0.67%

NRFAX Mutual Fund Performance

NRFAX performance across multiple time periods: 1-month -5.68%, YTD 4.07%, 1-year 3.05%, 3-year 10.17%, 5-year 1.29%, 10-year 2.30%.

NRFAX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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