IPOAX Mutual Fund

IPOAX Mutual Fund

NAV$23.97
See how much of IPOAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.40%
3 Months
-5.37%
6 Months
-3.07%
YTD
+11.33%
1 Year
+25.24%
3 Years (annualized)
+26.04%
5 Years (annualized)
+9.49%
10 Years (annualized)
+11.01%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+11.33%
Peer Avg (YTD)
+9.82%
vs Peers
+1.51%

IPOAX Mutual Fund Performance

IPOAX performance across multiple time periods: 1-month -8.40%, YTD 11.33%, 1-year 25.24%, 3-year 26.04%, 5-year 9.49%, 10-year 11.01%.

IPOAX returns outperform the peer average of 9.82% 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.