IPFPX Mutual Fund

IPFPX Mutual Fund

NAV$68.01
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Returns Overview

1 Month
+0.95%
3 Months
+11.81%
6 Months
+18.10%
YTD
+21.77%
1 Year
+36.22%
3 Years (annualized)
+18.19%
5 Years (annualized)
+12.45%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPFPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.77%
Peer Avg (YTD)
+11.41%
vs Peers
+10.36%

IPFPX Mutual Fund Performance

IPFPX performance across multiple time periods: 1-month 0.95%, YTD 21.77%, 1-year 36.22%, 3-year 18.19%, 5-year 12.45%, 10-year 10.71%.

IPFPX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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