IPYSX Mutual Fund

IPYSX Mutual Fund

NAV$8.46
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Returns Overview

1 Month
+0.92%
3 Months
+0.56%
6 Months
+1.35%
YTD
+1.89%
1 Year
+4.17%
3 Years (annualized)
+7.16%
5 Years (annualized)
+2.95%
10 Years (annualized)
+4.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPYSX 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)
+1.89%
Peer Avg (YTD)
+2.15%
vs Peers
-0.26%

IPYSX Mutual Fund Performance

IPYSX performance across multiple time periods: 1-month 0.92%, YTD 1.89%, 1-year 4.17%, 3-year 7.16%, 5-year 2.95%, 10-year 4.32%.

IPYSX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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