IPEAX Mutual Fund

NAV$4.91

Returns Overview

1 Month
+2.64%
3 Months
+5.27%
6 Months
+9.03%
YTD
+1.49%
1 Year
+9.70%
3 Years (annualized)
+14.43%
5 Years (annualized)
+26.33%
10 Years (annualized)
+17.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPEAX 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 Value Index(RLV)
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+2.25%
vs Peers
-0.76%

IPEAX Mutual Fund Performance

IPEAX performance across multiple time periods: 1-month 2.64%, YTD 1.49%, 1-year 9.70%, 3-year 14.43%, 5-year 26.33%, 10-year 17.76%.

IPEAX returns trail the peer average of 2.25% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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