IPHYX Mutual Fund

IPHYX Mutual Fund

NAV$8.61
See how much of IPHYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.44%
3 Months
+0.48%
6 Months
+0.80%
YTD
+1.05%
1 Year
+5.18%
3 Years (annualized)
+7.21%
5 Years (annualized)
+3.08%
10 Years (annualized)
+4.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPHYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays High Yield Bond - 2% Issuer Constrained Composite Index(I30765)
This Mutual Fund (YTD)
+1.05%
Peer Avg (YTD)
+0.12%
vs Peers
+0.93%

IPHYX Mutual Fund Performance

IPHYX performance across multiple time periods: 1-month -0.44%, YTD 1.05%, 1-year 5.18%, 3-year 7.21%, 5-year 3.08%, 10-year 4.62%.

IPHYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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