INPAX Mutual Fund

INPAX Mutual Fund

NAV$14.93
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Returns Overview

1 Month
+0.41%
3 Months
+2.05%
6 Months
+3.67%
YTD
+5.35%
1 Year
+11.62%
3 Years (annualized)
+10.82%
5 Years (annualized)
+6.33%
10 Years (annualized)
+6.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INPAX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.35%
Peer Avg (YTD)
+5.54%
vs Peers
-0.19%

INPAX Mutual Fund Performance

INPAX performance across multiple time periods: 1-month 0.41%, YTD 5.35%, 1-year 11.62%, 3-year 10.82%, 5-year 6.33%, 10-year 6.94%.

INPAX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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