IPMIX Mutual Fund

IPMIX Mutual Fund

NAV$22.58
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Returns Overview

1 Month
-1.41%
3 Months
+5.13%
6 Months
+12.29%
YTD
+15.94%
1 Year
+23.64%
3 Years (annualized)
+14.30%
5 Years (annualized)
+8.98%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPMIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+15.94%
Peer Avg (YTD)
+9.54%
vs Peers
+6.40%

IPMIX Mutual Fund Performance

IPMIX performance across multiple time periods: 1-month -1.41%, YTD 15.94%, 1-year 23.64%, 3-year 14.30%, 5-year 8.98%, 10-year 10.29%.

IPMIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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