Returns Overview

1 Month
-0.09%
3 Months
+6.96%
6 Months
+9.25%
YTD
+0.60%
1 Year
+20.58%
3 Years
+19.94%
5 Years
+14.86%
10 Years
+14.90%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IFPUX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This ETF (YTD)
+0.60%
Peer Avg (YTD)
+1.87%
vs Peers
-1.27%

IFPUX ETF Performance

IFPUX performance across multiple time periods: 1-month -0.09%, YTD 0.60%, 1-year 20.58%, 3-year 19.94%, 5-year 14.86%, 10-year 14.90%.

IFPUX returns trail the peer average of 1.87% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this ETF.

IFPUX performance comparison shows side-by-side returns with another fund. IFPUX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.09%N/A
3 Months+6.96%N/A
6 Months+9.25%N/A
1 Year+20.58%N/A
3 Years+19.94%N/A
5 Years+14.86%N/A

All returns shown are total returns, not annualized