IPLFX Mutual Fund

NAV$3.34
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Returns Overview

1 Month
-1.76%
3 Months
-1.34%
6 Months
-0.94%
YTD
-1.34%
1 Year
+2.29%
3 Years (annualized)
+1.73%
5 Years (annualized)
-1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPLFX 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
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📉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

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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.34%
Peer Avg (YTD)
-0.51%
vs Peers
-0.83%

IPLFX Mutual Fund Performance

IPLFX performance across multiple time periods: 1-month -1.76%, YTD -1.34%, 1-year 2.29%, 3-year 1.73%, 5-year -1.84%.

IPLFX returns trail the peer average of -0.51% YTD. With an expense ratio of 5.81%, investors should weigh costs against performance when evaluating this mutual fund.

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