NPSFX Mutual Fund

NAV$16.06

Returns Overview

1 Month
-0.06%
3 Months
+2.40%
6 Months
+1.31%
YTD
+1.37%
1 Year
+7.63%
3 Years (annualized)
+10.48%
5 Years (annualized)
+3.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NPSFX 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)
+1.37%
Peer Avg (YTD)
+2.03%
vs Peers
-0.67%

NPSFX Mutual Fund Performance

NPSFX performance across multiple time periods: 1-month -0.06%, YTD 1.37%, 1-year 7.63%, 3-year 10.48%, 5-year 3.73%.

NPSFX returns trail the peer average of 2.03% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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