IPETX Mutual Fund

NAV$5.18

Returns Overview

1 Month
+2.69%
3 Months
+5.48%
6 Months
+9.07%
YTD
+1.60%
1 Year
+9.91%
3 Years (annualized)
+15.08%
5 Years (annualized)
+26.74%
10 Years (annualized)
+18.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPETX 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)
+1.60%
Peer Avg (YTD)
+2.25%
vs Peers
-0.66%

IPETX Mutual Fund Performance

IPETX performance across multiple time periods: 1-month 2.69%, YTD 1.60%, 1-year 9.91%, 3-year 15.08%, 5-year 26.74%, 10-year 18.05%.

IPETX returns trail the peer average of 2.25% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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