IBPSX Mutual Fund

NAV$14.18

Returns Overview

1 Month
+1.87%
3 Months
+6.82%
6 Months
+8.20%
YTD
+9.23%
1 Year
+12.46%
3 Years (annualized)
+2.64%
5 Years (annualized)
+6.98%
10 Years (annualized)
+6.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBPSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Risk Growth Index(^SPTGGU:SP)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+8.40%
vs Peers
+0.83%

IBPSX Mutual Fund Performance

IBPSX performance across multiple time periods: 1-month 1.87%, YTD 9.23%, 1-year 12.46%, 3-year 2.64%, 5-year 6.98%, 10-year 6.49%.

IBPSX returns outperform the peer average of 8.40% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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