IPPXX Mutual Fund

NAV$1.00

Returns Overview

3 Months
+0.93%
6 Months
+1.88%
YTD
+1.54%
1 Year
+4.09%
3 Years (annualized)
+4.71%
5 Years (annualized)
+3.54%
10 Years (annualized)
+2.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPPXX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+1.45%
vs Peers
+0.09%

IPPXX Mutual Fund Performance

IPPXX performance across multiple time periods: YTD 1.54%, 1-year 4.09%, 3-year 4.71%, 5-year 3.54%, 10-year 2.32%.

IPPXX returns outperform the peer average of 1.45% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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