IPOIX Mutual Fund

NAV$26.72

Returns Overview

1 Month
-1.25%
3 Months
+19.20%
6 Months
+24.18%
YTD
+22.04%
1 Year
+27.56%
3 Years (annualized)
+17.13%
5 Years (annualized)
+2.16%
10 Years (annualized)
+9.30%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+22.04%
Peer Avg (YTD)
+23.08%
vs Peers
-1.04%

IPOIX Mutual Fund Performance

IPOIX performance across multiple time periods: 1-month -1.25%, YTD 22.04%, 1-year 27.56%, 3-year 17.13%, 5-year 2.16%, 10-year 9.30%.

IPOIX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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