IPLSX Mutual Fund

IPLSX Mutual Fund

NAV$30.73
See how much of IPLSX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.87%
3 Months
+5.93%
6 Months
+9.85%
YTD
+10.75%
1 Year
+19.63%
3 Years (annualized)
+18.43%
5 Years (annualized)
+11.81%
10 Years (annualized)
+14.07%

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)
+10.75%
Peer Avg (YTD)
+9.41%
vs Peers
+1.34%

IPLSX Mutual Fund Performance

IPLSX performance across multiple time periods: 1-month 0.87%, YTD 10.75%, 1-year 19.63%, 3-year 18.43%, 5-year 11.81%, 10-year 14.07%.

IPLSX returns outperform the peer average of 9.41% 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.