IPOYX Mutual Fund

IPOYX Mutual Fund

NAV$27.59
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Returns Overview

1 Month
-3.41%
3 Months
+2.48%
6 Months
+9.05%
YTD
+19.78%
1 Year
+33.79%
3 Years (annualized)
+17.34%
5 Years (annualized)
+4.68%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPOYX 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)
+19.78%
Peer Avg (YTD)
+17.66%
vs Peers
+2.12%

IPOYX Mutual Fund Performance

IPOYX performance across multiple time periods: 1-month -3.41%, YTD 19.78%, 1-year 33.79%, 3-year 17.34%, 5-year 4.68%, 10-year 9.08%.

IPOYX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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