IPBIX Mutual Fund

NAV$11.22

Returns Overview

1 Month
+2.03%
3 Months
+3.52%
6 Months
+4.10%
YTD
+6.58%
1 Year
+6.88%
3 Years (annualized)
+5.86%
5 Years (annualized)
+3.81%
10 Years (annualized)
+4.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPBIX 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)
+6.58%
Peer Avg (YTD)
+3.93%
vs Peers
+2.66%

IPBIX Mutual Fund Performance

IPBIX performance across multiple time periods: 1-month 2.03%, YTD 6.58%, 1-year 6.88%, 3-year 5.86%, 5-year 3.81%, 10-year 4.08%.

IPBIX returns outperform the peer average of 3.93% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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