NINAX Mutual Fund

NINAX Mutual Fund

NAV$28.58
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Returns Overview

1 Month
-2.89%
3 Months
-9.10%
6 Months
+12.73%
YTD
+13.62%
1 Year
+20.51%
3 Years (annualized)
+15.65%
5 Years (annualized)
+6.57%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NINAX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.62%
Peer Avg (YTD)
+10.34%
vs Peers
+3.28%

NINAX Mutual Fund Performance

NINAX performance across multiple time periods: 1-month -2.89%, YTD 13.62%, 1-year 20.51%, 3-year 15.65%, 5-year 6.57%, 10-year 11.82%.

NINAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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