IPFCX Mutual Fund

NAV$34.44

Returns Overview

1 Month
+2.35%
3 Months
+11.67%
6 Months
+13.10%
YTD
+12.23%
1 Year
+23.23%
3 Years (annualized)
+14.47%
5 Years (annualized)
+9.11%
10 Years (annualized)
+9.44%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+12.23%
Peer Avg (YTD)
+6.73%
vs Peers
+5.50%

IPFCX Mutual Fund Performance

IPFCX performance across multiple time periods: 1-month 2.35%, YTD 12.23%, 1-year 23.23%, 3-year 14.47%, 5-year 9.11%, 10-year 9.44%.

IPFCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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