IPOAX Mutual Fund

NAV$25.28

Returns Overview

1 Month
-1.28%
3 Months
+19.11%
6 Months
+24.01%
YTD
+21.82%
1 Year
+39.85%
3 Years (annualized)
+20.57%
5 Years (annualized)
+3.81%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPOAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+21.82%
Peer Avg (YTD)
+23.08%
vs Peers
-1.26%

IPOAX Mutual Fund Performance

IPOAX performance across multiple time periods: 1-month -1.28%, YTD 21.82%, 1-year 39.85%, 3-year 20.57%, 5-year 3.81%, 10-year 9.94%.

IPOAX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

IPOAX performance comparison shows side-by-side returns with another fund. IPOAX alternatives are available in the Mutual Fund Screener.