IPFCX Mutual Fund

IPFCX Mutual Fund

NAV$34.44
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Returns Overview

1 Month
+0.33%
3 Months
+6.98%
6 Months
+11.00%
YTD
+12.60%
1 Year
+22.89%
3 Years (annualized)
+13.45%
5 Years (annualized)
+9.28%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPFCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+12.60%
Peer Avg (YTD)
+6.57%
vs Peers
+6.02%

IPFCX Mutual Fund Performance

IPFCX performance across multiple time periods: 1-month 0.33%, YTD 12.60%, 1-year 22.89%, 3-year 13.45%, 5-year 9.28%, 10-year 9.03%.

IPFCX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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