NSRIX Mutual Fund

NSRIX Mutual Fund

NAV$29.46
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Returns Overview

1 Month
-1.43%
3 Months
+1.75%
6 Months
+17.10%
YTD
+11.48%
1 Year
+16.17%
3 Years (annualized)
+19.75%
5 Years (annualized)
+11.17%
10 Years (annualized)
+13.05%

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
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📉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 Selection Index(MCWS)
This Mutual Fund (YTD)
+11.48%
Peer Avg (YTD)
+9.29%
vs Peers
+2.19%

NSRIX Mutual Fund Performance

NSRIX performance across multiple time periods: 1-month -1.43%, YTD 11.48%, 1-year 16.17%, 3-year 19.75%, 5-year 11.17%, 10-year 13.05%.

NSRIX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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