IPBNX Mutual Fund

IPBNX Mutual Fund

NAV$10.74
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Returns Overview

1 Month
+1.81%
3 Months
-3.22%
6 Months
-0.86%
YTD
+10.71%
1 Year
+15.59%
3 Years (annualized)
+11.41%
5 Years (annualized)
+5.51%
10 Years (annualized)
+4.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPBNX 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)
+10.71%
Peer Avg (YTD)
+2.15%
vs Peers
+8.55%

IPBNX Mutual Fund Performance

IPBNX performance across multiple time periods: 1-month 1.81%, YTD 10.71%, 1-year 15.59%, 3-year 11.41%, 5-year 5.51%, 10-year 4.70%.

IPBNX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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