IPESX Mutual Fund

IPESX Mutual Fund

NAV$5.16
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Returns Overview

1 Month
+2.52%
3 Months
+5.33%
6 Months
+9.12%
YTD
+1.60%
1 Year
+10.14%
3 Years (annualized)
+15.30%
5 Years (annualized)
+26.93%
10 Years (annualized)
+18.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPESX 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
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📉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 Value Index(RLV)
This Mutual Fund (YTD)
+1.60%
Peer Avg (YTD)
+2.25%
vs Peers
-0.65%

IPESX Mutual Fund Performance

IPESX performance across multiple time periods: 1-month 2.52%, YTD 1.60%, 1-year 10.14%, 3-year 15.30%, 5-year 26.93%, 10-year 18.26%.

IPESX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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