IPIMX Mutual Fund

NAV$8.75

Returns Overview

1 Month
+0.13%
3 Months
+2.26%
6 Months
+1.51%
YTD
+1.51%
1 Year
+5.89%
3 Years (annualized)
+7.95%
5 Years (annualized)
+3.38%
10 Years (annualized)
+5.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPIMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays High Yield Bond - 2% Issuer Constrained Composite Index(I30765)
This Mutual Fund (YTD)
+1.51%
Peer Avg (YTD)
+3.23%
vs Peers
-1.71%

IPIMX Mutual Fund Performance

IPIMX performance across multiple time periods: 1-month 0.13%, YTD 1.51%, 1-year 5.89%, 3-year 7.95%, 5-year 3.38%, 10-year 5.13%.

IPIMX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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