NPSAX Mutual Fund

NAV$15.92

Returns Overview

1 Month
-0.75%
3 Months
-1.42%
6 Months
-2.33%
YTD
-2.03%
1 Year
+6.25%
3 Years (annualized)
+9.76%
5 Years (annualized)
+3.11%
10 Years (annualized)
+5.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NPSAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA US All Capital Securities Index(ICEBFUACSI)
This Mutual Fund (YTD)
-2.03%
Peer Avg (YTD)
+2.03%
vs Peers
-4.06%

NPSAX Mutual Fund Performance

NPSAX performance across multiple time periods: 1-month -0.75%, YTD -2.03%, 1-year 6.25%, 3-year 9.76%, 5-year 3.11%, 10-year 5.03%.

NPSAX returns trail the peer average of 2.03% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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