IPAYX Mutual Fund

NAV$12.83

Returns Overview

1 Month
-1.78%
3 Months
+0.46%
6 Months
+16.37%
YTD
+15.42%
1 Year
+24.41%
3 Years (annualized)
+15.04%

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
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
Dow Jones US Select Dividend Index(DJDVP)
This Mutual Fund (YTD)
+15.42%
Peer Avg (YTD)
+8.97%
vs Peers
+6.45%

IPAYX Mutual Fund Performance

IPAYX performance across multiple time periods: 1-month -1.78%, YTD 15.42%, 1-year 24.41%, 3-year 15.04%.

IPAYX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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