IDPYX Mutual Fund

NAV$11.44

Returns Overview

1 Month
+0.58%
3 Months
+2.72%
6 Months
+3.24%
YTD
+6.53%
1 Year
+5.76%
3 Years (annualized)
+5.46%
5 Years (annualized)
-0.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDPYX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.53%
Peer Avg (YTD)
+5.26%
vs Peers
+1.27%

IDPYX Mutual Fund Performance

IDPYX performance across multiple time periods: 1-month 0.58%, YTD 6.53%, 1-year 5.76%, 3-year 5.46%, 5-year -0.62%.

IDPYX returns outperform the peer average of 5.26% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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