IBPIX Mutual Fund

NAV$13.89

Returns Overview

1 Month
+1.90%
3 Months
+6.90%
6 Months
+8.34%
YTD
+9.37%
1 Year
+12.74%
3 Years (annualized)
+2.90%
5 Years (annualized)
+7.25%
10 Years (annualized)
+6.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBPIX 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 Target Risk Growth Index(^SPTGGU:SP)
This Mutual Fund (YTD)
+9.37%
Peer Avg (YTD)
+8.40%
vs Peers
+0.96%

IBPIX Mutual Fund Performance

IBPIX performance across multiple time periods: 1-month 1.90%, YTD 9.37%, 1-year 12.74%, 3-year 2.90%, 5-year 7.25%, 10-year 6.76%.

IBPIX returns outperform the peer average of 8.40% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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