IPLIX Mutual Fund

IPLIX Mutual Fund

NAV$31.31
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Returns Overview

1 Month
+0.93%
3 Months
+6.01%
6 Months
+10.00%
YTD
+10.93%
1 Year
+19.96%
3 Years (annualized)
+18.73%
5 Years (annualized)
+12.09%
10 Years (annualized)
+14.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPLIX 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 500 Index(SPX)
This Mutual Fund (YTD)
+10.93%
Peer Avg (YTD)
+9.41%
vs Peers
+1.52%

IPLIX Mutual Fund Performance

IPLIX performance across multiple time periods: 1-month 0.93%, YTD 10.93%, 1-year 19.96%, 3-year 18.73%, 5-year 12.09%, 10-year 14.36%.

IPLIX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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