NPNCX Mutual Fund

NAV$62.45

Returns Overview

1 Month
+1.76%
3 Months
+11.88%
6 Months
+18.76%
YTD
+17.11%
1 Year
+33.45%
3 Years (annualized)
+15.50%
5 Years (annualized)
+9.09%
10 Years (annualized)
+12.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NPNCX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.11%
Peer Avg (YTD)
+9.49%
vs Peers
+7.62%

NPNCX Mutual Fund Performance

NPNCX performance across multiple time periods: 1-month 1.76%, YTD 17.11%, 1-year 33.45%, 3-year 15.50%, 5-year 9.09%, 10-year 12.50%.

NPNCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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