NPSRX Mutual Fund

NAV$16.02
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Returns Overview

1 Month
-0.06%
3 Months
+2.39%
6 Months
+1.27%
YTD
+1.34%
1 Year
+7.51%
3 Years (annualized)
+10.39%
5 Years (annualized)
+3.55%
10 Years (annualized)
+5.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NPSRX 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

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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)
+1.34%
Peer Avg (YTD)
+2.03%
vs Peers
-0.70%

NPSRX Mutual Fund Performance

NPSRX performance across multiple time periods: 1-month -0.06%, YTD 1.34%, 1-year 7.51%, 3-year 10.39%, 5-year 3.55%, 10-year 5.40%.

NPSRX returns trail the peer average of 2.03% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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