NSEPX Mutual Fund

NSEPX Mutual Fund

NAV$25.96
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Returns Overview

1 Month
-0.20%
3 Months
+2.65%
6 Months
+18.88%
YTD
+11.20%
1 Year
+15.18%
3 Years (annualized)
+18.78%
5 Years (annualized)
+11.57%
10 Years (annualized)
+14.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSEPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.20%
Peer Avg (YTD)
+9.98%
vs Peers
+1.22%

NSEPX Mutual Fund Performance

NSEPX performance across multiple time periods: 1-month -0.20%, YTD 11.20%, 1-year 15.18%, 3-year 18.78%, 5-year 11.57%, 10-year 14.87%.

NSEPX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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