IPFPX Mutual Fund

NAV$67.23

Returns Overview

1 Month
+4.51%
3 Months
+18.17%
6 Months
+20.62%
YTD
+19.08%
1 Year
+35.89%
3 Years (annualized)
+19.52%
5 Years (annualized)
+12.06%
10 Years (annualized)
+11.23%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.08%
Peer Avg (YTD)
+9.49%
vs Peers
+9.59%

IPFPX Mutual Fund Performance

IPFPX performance across multiple time periods: 1-month 4.51%, YTD 19.08%, 1-year 35.89%, 3-year 19.52%, 5-year 12.06%, 10-year 11.23%.

IPFPX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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