IPARX Mutual Fund

NAV$7.36

Returns Overview

1 Month
+6.22%
3 Months
+2.27%
6 Months
+5.65%
YTD
+4.32%
1 Year
+17.81%
3 Years (annualized)
+7.77%
5 Years (annualized)
+2.18%
10 Years (annualized)
+5.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPARX 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)
+4.32%
Peer Avg (YTD)
+3.59%
vs Peers
+0.73%

IPARX Mutual Fund Performance

IPARX performance across multiple time periods: 1-month 6.22%, YTD 4.32%, 1-year 17.81%, 3-year 7.77%, 5-year 2.18%, 10-year 5.82%.

IPARX returns outperform the peer average of 3.59% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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