NISPX Mutual Fund

NISPX Mutual Fund

NAV$10.13
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Returns Overview

1 Month
-0.30%
3 Months
+0.76%
6 Months
+1.33%
YTD
+2.20%
1 Year
+7.34%
3 Years (annualized)
+10.33%

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
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📉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

This Mutual Fund (YTD)
+2.20%
Peer Avg (YTD)
+9.41%
vs Peers
-7.21%

NISPX Mutual Fund Performance

NISPX performance across multiple time periods: 1-month -0.30%, YTD 2.20%, 1-year 7.34%, 3-year 10.33%.

NISPX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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