IPAYX Mutual Fund

IPAYX Mutual Fund

NAV$13.24
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Returns Overview

1 Month
+5.06%
3 Months
+2.73%
6 Months
+15.35%
YTD
+21.27%
1 Year
+29.04%
3 Years (annualized)
+15.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPAYX 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
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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
Dow Jones US Select Dividend Index(DJDVP)
This Mutual Fund (YTD)
+21.27%
Peer Avg (YTD)
+6.23%
vs Peers
+15.03%

IPAYX Mutual Fund Performance

IPAYX performance across multiple time periods: 1-month 5.06%, YTD 21.27%, 1-year 29.04%, 3-year 15.63%.

IPAYX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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