NISPX Mutual Fund

NISPX Mutual Fund

NAV$10.15
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.48%
3 Months
+3.17%
6 Months
+2.51%
YTD
+2.51%
1 Year
+8.70%
3 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NISPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+2.51%
Peer Avg (YTD)
+9.51%
vs Peers
-7.00%

NISPX Mutual Fund Performance

NISPX performance across multiple time periods: 1-month 0.48%, YTD 2.51%, 1-year 8.70%, 3-year 8.57%.

NISPX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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