INPFX Mutual Fund

NAV$14.95

Returns Overview

1 Month
+0.24%
3 Months
+5.22%
6 Months
+5.18%
YTD
+4.88%
1 Year
+11.34%
3 Years (annualized)
+11.23%
5 Years (annualized)
+6.31%
10 Years (annualized)
+7.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INPFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.88%
Peer Avg (YTD)
+5.87%
vs Peers
-0.99%

INPFX Mutual Fund Performance

INPFX performance across multiple time periods: 1-month 0.24%, YTD 4.88%, 1-year 11.34%, 3-year 11.23%, 5-year 6.31%, 10-year 7.04%.

INPFX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

INPFX performance comparison shows side-by-side returns with another fund. INPFX alternatives are available in the Mutual Fund Screener.