IPBCX Mutual Fund

IPBCX Mutual Fund

NAV$10.72
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Returns Overview

1 Month
+1.31%
3 Months
+5.77%
6 Months
+8.34%
YTD
+9.97%
1 Year
+10.51%
3 Years (annualized)
+7.66%
5 Years (annualized)
+3.91%
10 Years (annualized)
+3.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPBCX 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)
+9.97%
Peer Avg (YTD)
+5.26%
vs Peers
+4.71%

IPBCX Mutual Fund Performance

IPBCX performance across multiple time periods: 1-month 1.31%, YTD 9.97%, 1-year 10.51%, 3-year 7.66%, 5-year 3.91%, 10-year 3.44%.

IPBCX returns outperform the peer average of 5.26% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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