NPNRX Mutual Fund

NPNRX Mutual Fund

NAV$61.74
See how much of NPNRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.48%
3 Months
+0.10%
6 Months
+12.11%
YTD
+17.49%
1 Year
+26.32%
3 Years (annualized)
+17.76%
5 Years (annualized)
+10.30%
10 Years (annualized)
+21.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NPNRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.49%
Peer Avg (YTD)
+10.00%
vs Peers
+7.49%

NPNRX Mutual Fund Performance

NPNRX performance across multiple time periods: 1-month -3.48%, YTD 17.49%, 1-year 26.32%, 3-year 17.76%, 5-year 10.30%, 10-year 21.91%.

NPNRX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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