NRFYX Mutual Fund

NRFYX Mutual Fund

NAV$11.40
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Returns Overview

1 Month
-5.68%
3 Months
-5.98%
6 Months
+2.64%
YTD
+4.29%
1 Year
+3.40%
3 Years (annualized)
+10.48%
5 Years (annualized)
+1.55%
10 Years (annualized)
+2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRFYX 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)
+4.29%
Peer Avg (YTD)
+4.73%
vs Peers
-0.45%

NRFYX Mutual Fund Performance

NRFYX performance across multiple time periods: 1-month -5.68%, YTD 4.29%, 1-year 3.40%, 3-year 10.48%, 5-year 1.55%, 10-year 2.90%.

NRFYX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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