IPBAX Mutual Fund

IPBAX Mutual Fund

NAV$10.70
See how much of IPBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.84%
3 Months
-3.18%
6 Months
-0.86%
YTD
+10.57%
1 Year
+15.42%
3 Years (annualized)
+11.12%
5 Years (annualized)
+5.14%
10 Years (annualized)
+4.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPBAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.57%
Peer Avg (YTD)
+2.15%
vs Peers
+8.42%

IPBAX Mutual Fund Performance

IPBAX performance across multiple time periods: 1-month 1.84%, YTD 10.57%, 1-year 15.42%, 3-year 11.12%, 5-year 5.14%, 10-year 4.57%.

IPBAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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