NIPAX Mutual Fund

NIPAX Mutual Fund

NAV$10.60
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Returns Overview

1 Month
-1.79%
3 Months
-1.06%
6 Months
+5.09%
YTD
+3.89%
1 Year
+6.06%
3 Years (annualized)
+10.74%
5 Years (annualized)
+4.24%
10 Years (annualized)
+5.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIPAX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.89%
Peer Avg (YTD)
+2.46%
vs Peers
+1.43%

NIPAX Mutual Fund Performance

NIPAX performance across multiple time periods: 1-month -1.79%, YTD 3.89%, 1-year 6.06%, 3-year 10.74%, 5-year 4.24%, 10-year 5.84%.

NIPAX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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