IPIRX Mutual Fund

IPIRX Mutual Fund

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Returns Overview

1 Month
+6.16%
3 Months
+2.36%
6 Months
+5.83%
YTD
+4.39%
1 Year
+18.12%
3 Years (annualized)
+8.14%
5 Years (annualized)
+2.50%
10 Years (annualized)
+5.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPIRX 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 Target Risk Growth Index(^SPTGGU:SP)
This Mutual Fund (YTD)
+4.39%
Peer Avg (YTD)
+3.59%
vs Peers
+0.80%

IPIRX Mutual Fund Performance

IPIRX performance across multiple time periods: 1-month 6.16%, YTD 4.39%, 1-year 18.12%, 3-year 8.14%, 5-year 2.50%, 10-year 5.84%.

IPIRX returns outperform the peer average of 3.59% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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