NSEPX Mutual Fund

NAV$25.78

Returns Overview

1 Month
-4.45%
3 Months
+10.18%
6 Months
+3.36%
YTD
+3.06%
1 Year
+14.82%
3 Years (annualized)
+16.31%
5 Years (annualized)
+10.94%
10 Years (annualized)
+14.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSEPX 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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.06%
Peer Avg (YTD)
+9.51%
vs Peers
-6.44%

NSEPX Mutual Fund Performance

NSEPX performance across multiple time periods: 1-month -4.45%, YTD 3.06%, 1-year 14.82%, 3-year 16.31%, 5-year 10.94%, 10-year 14.71%.

NSEPX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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