INPEX Mutual Fund

INPEX Mutual Fund

NAV$14.96
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Returns Overview

1 Month
+0.41%
3 Months
+2.09%
6 Months
+3.75%
YTD
+5.43%
1 Year
+11.83%
3 Years (annualized)
+11.05%
5 Years (annualized)
+6.23%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INPEX 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
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📉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)
+5.43%
Peer Avg (YTD)
+5.54%
vs Peers
-0.11%

INPEX Mutual Fund Performance

INPEX performance across multiple time periods: 1-month 0.41%, YTD 5.43%, 1-year 11.83%, 3-year 11.05%, 5-year 6.23%, 10-year 7.05%.

INPEX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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