IPUXX Mutual Fund

IPUXX Mutual Fund

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Returns Overview

1 Month
+0.32%
3 Months
+0.61%
6 Months
+1.19%
YTD
+1.50%
1 Year
+3.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPUXX 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
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+1.18%
vs Peers
+0.32%

IPUXX Mutual Fund Performance

IPUXX performance across multiple time periods: 1-month 0.32%, YTD 1.50%, 1-year 3.17%.

IPUXX returns outperform the peer average of 1.18% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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