FIPDX Mutual Fund

FIPDX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
+2.51%
3 Months
-0.09%
6 Months
-0.96%
YTD
+0.46%
1 Year
+0.14%
3 Years (annualized)
+4.15%
5 Years (annualized)
-0.15%
10 Years (annualized)
+2.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIPDX 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
Bloomberg US Treasury Inflation Protected Securities (TIPS) Index
This Mutual Fund (YTD)
+0.46%
Peer Avg (YTD)
+1.93%
vs Peers
-1.47%

FIPDX Mutual Fund Performance

FIPDX performance across multiple time periods: 1-month 2.51%, YTD 0.46%, 1-year 0.14%, 3-year 4.15%, 5-year -0.15%, 10-year 2.19%.

FIPDX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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