IPFCX Mutual Fund

IPFCX Mutual Fund

NAV$33.96
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Returns Overview

1 Month
+3.61%
3 Months
+1.42%
6 Months
+8.51%
YTD
+14.20%
1 Year
+18.42%
3 Years (annualized)
+16.88%
5 Years (annualized)
+8.84%
10 Years (annualized)
+9.15%

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)
+14.20%
Peer Avg (YTD)
+6.22%
vs Peers
+7.98%

IPFCX Mutual Fund Performance

IPFCX performance across multiple time periods: 1-month 3.61%, YTD 14.20%, 1-year 18.42%, 3-year 16.88%, 5-year 8.84%, 10-year 9.15%.

IPFCX returns outperform the peer average of 6.22% 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.