IPBAX Mutual Fund

IPBAX Mutual Fund

NAV$11.18
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Returns Overview

1 Month
-2.85%
3 Months
-3.54%
6 Months
+2.26%
YTD
+8.58%
1 Year
+15.59%
3 Years (annualized)
+10.09%
5 Years (annualized)
+4.86%
10 Years (annualized)
+4.65%

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
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.58%
Peer Avg (YTD)
+0.12%
vs Peers
+8.46%

IPBAX Mutual Fund Performance

IPBAX performance across multiple time periods: 1-month -2.85%, YTD 8.58%, 1-year 15.59%, 3-year 10.09%, 5-year 4.86%, 10-year 4.65%.

IPBAX returns outperform the peer average of 0.12% 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.