IMPAX Mutual Fund

IMPAX Mutual Fund

NAV$5.92
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Returns Overview

1 Month
+0.34%
3 Months
-2.45%
6 Months
-11.82%
YTD
-9.82%
1 Year
+2.58%
3 Years (annualized)
-8.84%
5 Years (annualized)
+1.50%
10 Years (annualized)
+6.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMPAX 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
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📉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
S&P 600 Small Cap Index(^SML:SP)
This Mutual Fund (YTD)
-9.82%
Peer Avg (YTD)
+11.41%
vs Peers
-21.23%

IMPAX Mutual Fund Performance

IMPAX performance across multiple time periods: 1-month 0.34%, YTD -9.82%, 1-year 2.58%, 3-year -8.84%, 5-year 1.50%, 10-year 6.00%.

IMPAX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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