IPLXX Mutual Fund

IPLXX Mutual Fund

NAV$1.00
See how much of IPLXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.30%
3 Months
+0.87%
6 Months
+1.73%
YTD
+2.29%
1 Year
+3.64%
3 Years (annualized)
+3.66%
5 Years (annualized)
+3.13%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPLXX 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
iMoney Net Government InstItutIonal Index(WMMFIMEC)
This Mutual Fund (YTD)
+2.29%
Peer Avg (YTD)
+2.25%
vs Peers
+0.04%

IPLXX Mutual Fund Performance

IPLXX performance across multiple time periods: 1-month 0.30%, YTD 2.29%, 1-year 3.64%, 3-year 3.66%, 5-year 3.13%, 10-year 2.01%.

IPLXX returns outperform the peer average of 2.25% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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