IDPAX Mutual Fund

NAV$11.45

Returns Overview

1 Month
+0.47%
3 Months
+2.65%
6 Months
+3.10%
YTD
+6.31%
1 Year
+5.50%
3 Years (annualized)
+5.20%
5 Years (annualized)
-0.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDPAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.31%
Peer Avg (YTD)
+5.26%
vs Peers
+1.05%

IDPAX Mutual Fund Performance

IDPAX performance across multiple time periods: 1-month 0.47%, YTD 6.31%, 1-year 5.50%, 3-year 5.20%, 5-year -0.84%.

IDPAX returns outperform the peer average of 5.26% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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