IPOIX Mutual Fund

IPOIX Mutual Fund

NAV$27.30
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Returns Overview

1 Month
-3.40%
3 Months
+2.54%
6 Months
+9.16%
YTD
+19.96%
1 Year
+34.16%
3 Years (annualized)
+17.65%
5 Years (annualized)
+4.98%
10 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPOIX 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)
+19.96%
Peer Avg (YTD)
+17.66%
vs Peers
+2.30%

IPOIX Mutual Fund Performance

IPOIX performance across multiple time periods: 1-month -3.40%, YTD 19.96%, 1-year 34.16%, 3-year 17.65%, 5-year 4.98%, 10-year 9.43%.

IPOIX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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