INPCX Mutual Fund

NAV$14.65

Returns Overview

1 Month
+0.21%
3 Months
+5.08%
6 Months
+4.88%
YTD
+4.51%
1 Year
+10.58%
3 Years (annualized)
+10.48%
5 Years (annualized)
+5.59%
10 Years (annualized)
+6.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INPCX 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
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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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.51%
Peer Avg (YTD)
+5.87%
vs Peers
-1.35%

INPCX Mutual Fund Performance

INPCX performance across multiple time periods: 1-month 0.21%, YTD 4.51%, 1-year 10.58%, 3-year 10.48%, 5-year 5.59%, 10-year 6.31%.

INPCX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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