INPFX Mutual Fund

INPFX Mutual Fund

NAV$14.97
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Returns Overview

1 Month
+0.41%
3 Months
+2.03%
6 Months
+3.63%
YTD
+5.31%
1 Year
+11.56%
3 Years (annualized)
+10.76%
5 Years (annualized)
+6.26%
10 Years (annualized)
+6.89%

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
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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)
+5.31%
Peer Avg (YTD)
+5.54%
vs Peers
-0.23%

INPFX Mutual Fund Performance

INPFX performance across multiple time periods: 1-month 0.41%, YTD 5.31%, 1-year 11.56%, 3-year 10.76%, 5-year 6.26%, 10-year 6.89%.

INPFX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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