IPOCX Mutual Fund

IPOCX Mutual Fund

NAV$20.34
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Returns Overview

1 Month
-3.50%
3 Months
+2.27%
6 Months
+8.59%
YTD
+19.22%
1 Year
+32.78%
3 Years (annualized)
+16.47%
5 Years (annualized)
+3.91%
10 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPOCX 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
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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)
+19.22%
Peer Avg (YTD)
+17.66%
vs Peers
+1.56%

IPOCX Mutual Fund Performance

IPOCX performance across multiple time periods: 1-month -3.50%, YTD 19.22%, 1-year 32.78%, 3-year 16.47%, 5-year 3.91%, 10-year 8.25%.

IPOCX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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