FNARX Mutual Fund

NAV$60.94

Returns Overview

1 Month
-4.01%
3 Months
-1.47%
6 Months
+22.98%
YTD
+20.46%
1 Year
+48.48%
3 Years
+23.43%
5 Years
+20.81%
10 Years
+10.79%

Risk Metrics (1-Year)

No risk data available for this ETF

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
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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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P North American Natural Resources Sector Index(^SPGSSINR:SP)
This Mutual Fund (YTD)
+20.46%
Peer Avg (YTD)
+18.58%
vs Peers
+1.88%

FNARX Mutual Fund Performance

FNARX performance across multiple time periods: 1-month -4.01%, YTD 20.46%, 1-year 48.48%, 3-year 23.43%, 5-year 20.81%, 10-year 10.79%.

FNARX returns outperform the peer average of 18.58% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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