IPTXX Mutual Fund

NAV$1.00

Returns Overview

3 Months
+0.86%
6 Months
+1.73%
YTD
+1.42%
1 Year
+3.79%
3 Years (annualized)
+4.41%
5 Years (annualized)
+3.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPTXX 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)
+1.42%
Peer Avg (YTD)
+1.45%
vs Peers
-0.03%

IPTXX Mutual Fund Performance

IPTXX performance across multiple time periods: YTD 1.42%, 1-year 3.79%, 3-year 4.41%, 5-year 3.29%.

IPTXX returns trail the peer average of 1.45% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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