IPFPX Mutual Fund

IPFPX Mutual Fund

NAV$65.17
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Returns Overview

1 Month
-4.83%
3 Months
-1.94%
6 Months
+15.88%
YTD
+16.77%
1 Year
+23.33%
3 Years (annualized)
+20.88%
5 Years (annualized)
+12.51%
10 Years (annualized)
+10.69%

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
PROUpgrade to run
🏦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)
+16.77%
Peer Avg (YTD)
+10.00%
vs Peers
+6.78%

IPFPX Mutual Fund Performance

IPFPX performance across multiple time periods: 1-month -4.83%, YTD 16.77%, 1-year 23.33%, 3-year 20.88%, 5-year 12.51%, 10-year 10.69%.

IPFPX returns outperform the peer average of 10.00% 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.