NPSRX Mutual Fund

NPSRX Mutual Fund

NAV$15.50
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Returns Overview

1 Month
+0.51%
3 Months
+0.58%
6 Months
+0.52%
YTD
+1.99%
1 Year
+6.06%
3 Years (annualized)
+9.78%
5 Years (annualized)
+3.53%
10 Years (annualized)
+5.07%

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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US All Capital Securities Index(ICEBFUACSI)
This Mutual Fund (YTD)
+1.99%
Peer Avg (YTD)
+2.74%
vs Peers
-0.75%

NPSRX Mutual Fund Performance

NPSRX performance across multiple time periods: 1-month 0.51%, YTD 1.99%, 1-year 6.06%, 3-year 9.78%, 5-year 3.53%, 10-year 5.07%.

NPSRX returns trail the peer average of 2.74% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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