IPOAX Mutual Fund

IPOAX Mutual Fund

NAV$26.34
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Returns Overview

1 Month
-3.43%
3 Months
+2.43%
6 Months
+8.99%
YTD
+19.75%
1 Year
+33.76%
3 Years (annualized)
+17.33%
5 Years (annualized)
+4.67%
10 Years (annualized)
+9.02%

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
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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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+19.75%
Peer Avg (YTD)
+17.66%
vs Peers
+2.09%

IPOAX Mutual Fund Performance

IPOAX performance across multiple time periods: 1-month -3.43%, YTD 19.75%, 1-year 33.76%, 3-year 17.33%, 5-year 4.67%, 10-year 9.02%.

IPOAX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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