NINAX Mutual Fund

NAV$29.34

Returns Overview

1 Month
+3.50%
3 Months
+24.02%
6 Months
+27.00%
YTD
+25.00%
1 Year
+54.53%
3 Years (annualized)
+18.37%
5 Years (annualized)
+7.68%
10 Years (annualized)
+12.75%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+25.00%
Peer Avg (YTD)
+18.52%
vs Peers
+6.48%

NINAX Mutual Fund Performance

NINAX performance across multiple time periods: 1-month 3.50%, YTD 25.00%, 1-year 54.53%, 3-year 18.37%, 5-year 7.68%, 10-year 12.75%.

NINAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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