IPLCX Mutual Fund

IPLCX Mutual Fund

NAV$3.32
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Returns Overview

1 Month
-2.06%
3 Months
-1.70%
6 Months
-1.48%
YTD
-1.70%
1 Year
+1.43%
3 Years (annualized)
+0.82%
5 Years (annualized)
-2.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPLCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.70%
Peer Avg (YTD)
-0.51%
vs Peers
-1.19%

IPLCX Mutual Fund Performance

IPLCX performance across multiple time periods: 1-month -2.06%, YTD -1.70%, 1-year 1.43%, 3-year 0.82%, 5-year -2.37%.

IPLCX returns trail the peer average of -0.51% YTD. With an expense ratio of 4.71%, investors should weigh costs against performance when evaluating this mutual fund.

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