NIPAX Mutual Fund

NAV$10.84

Returns Overview

1 Month
-0.15%
3 Months
+6.21%
6 Months
+5.19%
YTD
+4.99%
1 Year
+12.25%
3 Years (annualized)
+10.57%
5 Years (annualized)
+4.53%
10 Years (annualized)
+5.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIPAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.99%
Peer Avg (YTD)
+4.14%
vs Peers
+0.84%

NIPAX Mutual Fund Performance

NIPAX performance across multiple time periods: 1-month -0.15%, YTD 4.99%, 1-year 12.25%, 3-year 10.57%, 5-year 4.53%, 10-year 5.61%.

NIPAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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