NINAX Mutual Fund

NINAX Mutual Fund

NAV$28.74
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Returns Overview

1 Month
-6.04%
3 Months
+2.79%
6 Months
+11.67%
YTD
+19.33%
1 Year
+41.72%
3 Years (annualized)
+14.36%
5 Years (annualized)
+6.85%
10 Years (annualized)
+11.54%

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)
+19.33%
Peer Avg (YTD)
+15.31%
vs Peers
+4.02%

NINAX Mutual Fund Performance

NINAX performance across multiple time periods: 1-month -6.04%, YTD 19.33%, 1-year 41.72%, 3-year 14.36%, 5-year 6.85%, 10-year 11.54%.

NINAX returns outperform the peer average of 15.31% 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.