IPBJX Mutual Fund

IPBJX Mutual Fund

NAV$10.71
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Returns Overview

1 Month
-0.83%
3 Months
-1.95%
6 Months
-5.52%
YTD
+6.54%
1 Year
+7.15%
3 Years (annualized)
+11.13%
5 Years (annualized)
+4.66%
10 Years (annualized)
+4.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPBJX 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
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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)
+6.54%
Peer Avg (YTD)
+1.93%
vs Peers
+4.62%

IPBJX Mutual Fund Performance

IPBJX performance across multiple time periods: 1-month -0.83%, YTD 6.54%, 1-year 7.15%, 3-year 11.13%, 5-year 4.66%, 10-year 4.76%.

IPBJX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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