NINAX Mutual Fund

NINAX Mutual Fund

NAV$28.80
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Returns Overview

1 Month
+2.37%
3 Months
-0.97%
6 Months
+1.79%
YTD
+16.31%
1 Year
+21.32%
3 Years (annualized)
+20.86%
5 Years (annualized)
+6.58%
10 Years (annualized)
+12.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NINAX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+16.31%
Peer Avg (YTD)
+12.21%
vs Peers
+4.10%

NINAX Mutual Fund Performance

NINAX performance across multiple time periods: 1-month 2.37%, YTD 16.31%, 1-year 21.32%, 3-year 20.86%, 5-year 6.58%, 10-year 12.25%.

NINAX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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