NPSRX Mutual Fund

NPSRX Mutual Fund

NAV$15.98
See how much of NPSRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.87%
3 Months
+0.39%
6 Months
-0.27%
YTD
+0.45%
1 Year
+6.51%
3 Years (annualized)
+9.23%
5 Years (annualized)
+3.26%
10 Years (annualized)
+5.04%

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
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
ICE BofA US All Capital Securities Index(ICEBFUACSI)
This Mutual Fund (YTD)
+0.45%
Peer Avg (YTD)
+2.62%
vs Peers
-2.17%

NPSRX Mutual Fund Performance

NPSRX performance across multiple time periods: 1-month -0.87%, YTD 0.45%, 1-year 6.51%, 3-year 9.23%, 5-year 3.26%, 10-year 5.04%.

NPSRX returns trail the peer average of 2.62% 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.