IPOIX Mutual Fund

IPOIX Mutual Fund

NAV$28.17
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Returns Overview

1 Month
+2.70%
3 Months
-2.04%
6 Months
+5.59%
YTD
+23.19%
1 Year
+36.03%
3 Years (annualized)
+27.29%
5 Years (annualized)
+10.93%
10 Years (annualized)
+12.82%

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)
+23.19%
Peer Avg (YTD)
+20.14%
vs Peers
+3.05%

IPOIX Mutual Fund Performance

IPOIX performance across multiple time periods: 1-month 2.70%, YTD 23.19%, 1-year 36.03%, 3-year 27.29%, 5-year 10.93%, 10-year 12.82%.

IPOIX returns outperform the peer average of 20.14% YTD. With an expense ratio of 0.78%, 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.