NPSCX Mutual Fund

NAV$16.00

Returns Overview

3 Months
+1.39%
6 Months
+0.09%
YTD
+0.15%
1 Year
+5.74%
3 Years (annualized)
+9.01%
5 Years (annualized)
+2.38%
10 Years (annualized)
+4.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NPSCX 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
ICE BofA US All Capital Securities Index(ICEBFUACSI)
This Mutual Fund (YTD)
+0.15%
Peer Avg (YTD)
+2.03%
vs Peers
-1.88%

NPSCX Mutual Fund Performance

NPSCX performance across multiple time periods: YTD 0.15%, 1-year 5.74%, 3-year 9.01%, 5-year 2.38%, 10-year 4.25%.

NPSCX returns trail the peer average of 2.03% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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