NPNEX Mutual Fund

NPNEX Mutual Fund

NAV$62.45
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Returns Overview

1 Month
-3.37%
3 Months
+0.41%
6 Months
+12.80%
YTD
+18.56%
1 Year
+27.88%
3 Years (annualized)
+19.19%
5 Years (annualized)
+11.29%
10 Years (annualized)
+13.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NPNEX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.56%
Peer Avg (YTD)
+10.00%
vs Peers
+8.56%

NPNEX Mutual Fund Performance

NPNEX performance across multiple time periods: 1-month -3.37%, YTD 18.56%, 1-year 27.88%, 3-year 19.19%, 5-year 11.29%, 10-year 13.95%.

NPNEX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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