IPLSX Mutual Fund

IPLSX Mutual Fund

NAV$30.74
See how much of IPLSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.33%
3 Months
+2.88%
6 Months
+13.45%
YTD
+13.34%
1 Year
+19.86%
3 Years (annualized)
+20.11%
5 Years (annualized)
+11.64%
10 Years (annualized)
+14.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPLSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.34%
Peer Avg (YTD)
+11.21%
vs Peers
+2.12%

IPLSX Mutual Fund Performance

IPLSX performance across multiple time periods: 1-month 2.33%, YTD 13.34%, 1-year 19.86%, 3-year 20.11%, 5-year 11.64%, 10-year 14.37%.

IPLSX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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