NPNEX Mutual Fund

NPNEX Mutual Fund

NAV$62.07
See how much of NPNEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.70%
3 Months
+0.94%
6 Months
+7.73%
YTD
+20.57%
1 Year
+28.45%
3 Years (annualized)
+20.85%
5 Years (annualized)
+11.29%
10 Years (annualized)
+13.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NPNEX 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

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+20.57%
Peer Avg (YTD)
+12.44%
vs Peers
+8.14%

NPNEX Mutual Fund Performance

NPNEX performance across multiple time periods: 1-month 1.70%, YTD 20.57%, 1-year 28.45%, 3-year 20.85%, 5-year 11.29%, 10-year 13.95%.

NPNEX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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