NRICX Mutual Fund

NRICX Mutual Fund

NAV$21.82
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Returns Overview

1 Month
-4.44%
3 Months
-5.43%
6 Months
-1.98%
YTD
-0.14%
1 Year
+0.59%
3 Years (annualized)
+8.93%
5 Years (annualized)
+2.76%
10 Years (annualized)
+3.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRICX 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
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
-0.14%
Peer Avg (YTD)
+2.46%
vs Peers
-2.59%

NRICX Mutual Fund Performance

NRICX performance across multiple time periods: 1-month -4.44%, YTD -0.14%, 1-year 0.59%, 3-year 8.93%, 5-year 2.76%, 10-year 3.74%.

NRICX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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