IPBAX Mutual Fund

NAV$11.09

Returns Overview

1 Month
-2.13%
3 Months
+0.43%
6 Months
+12.07%
YTD
+11.77%
1 Year
+18.99%
3 Years (annualized)
+11.37%
5 Years (annualized)
+5.90%
10 Years (annualized)
+5.05%

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

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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.77%
Peer Avg (YTD)
+3.23%
vs Peers
+8.54%

IPBAX Mutual Fund Performance

IPBAX performance across multiple time periods: 1-month -2.13%, YTD 11.77%, 1-year 18.99%, 3-year 11.37%, 5-year 5.90%, 10-year 5.05%.

IPBAX returns outperform the peer average of 3.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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