IPFIX Mutual Fund

IPFIX Mutual Fund

NAV$6.56
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Returns Overview

1 Month
-0.45%
3 Months
+0.06%
6 Months
-2.78%
YTD
+0.52%
1 Year
+1.86%
3 Years (annualized)
-1.13%
5 Years (annualized)
-3.73%
10 Years (annualized)
-3.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPFIX 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 Barclays 1-5 Year US Government Index(^BB5YUSGI)
This Mutual Fund (YTD)
+0.52%
Peer Avg (YTD)
+1.88%
vs Peers
-1.36%

IPFIX Mutual Fund Performance

IPFIX performance across multiple time periods: 1-month -0.45%, YTD 0.52%, 1-year 1.86%, 3-year -1.13%, 5-year -3.73%, 10-year -3.76%.

IPFIX returns trail the peer average of 1.88% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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