IPYAX Mutual Fund

IPYAX Mutual Fund

NAV$8.62
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Returns Overview

1 Month
-0.47%
3 Months
+0.39%
6 Months
+0.63%
YTD
+0.84%
1 Year
+4.76%
3 Years (annualized)
+6.84%
5 Years (annualized)
+2.72%
10 Years (annualized)
+4.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPYAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays High Yield Bond - 2% Issuer Constrained Composite Index(I30765)
This Mutual Fund (YTD)
+0.84%
Peer Avg (YTD)
+0.12%
vs Peers
+0.72%

IPYAX Mutual Fund Performance

IPYAX performance across multiple time periods: 1-month -0.47%, YTD 0.84%, 1-year 4.76%, 3-year 6.84%, 5-year 2.72%, 10-year 4.26%.

IPYAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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