IPVXX Mutual Fund

NAV$1.00

Returns Overview

3 Months
+0.80%
6 Months
+1.60%
YTD
+1.32%
1 Year
+3.53%
3 Years (annualized)
+4.15%
5 Years (annualized)
+3.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPVXX 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)
+1.32%
Peer Avg (YTD)
+1.45%
vs Peers
-0.13%

IPVXX Mutual Fund Performance

IPVXX performance across multiple time periods: YTD 1.32%, 1-year 3.53%, 3-year 4.15%, 5-year 3.08%.

IPVXX returns trail the peer average of 1.45% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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