FIPRX Mutual Fund

FIPRX Mutual Fund

NAV$9.36
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Returns Overview

1 Month
+2.58%
3 Months
+0.22%
6 Months
-0.75%
YTD
+0.78%
1 Year
+0.51%
3 Years (annualized)
+4.61%
5 Years (annualized)
+0.01%
10 Years (annualized)
+2.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIPRX 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
Bloomberg US Treasury Inflation Protected Securities (TIPS) Index
This Mutual Fund (YTD)
+0.78%
Peer Avg (YTD)
+0.72%
vs Peers
+0.06%

FIPRX Mutual Fund Performance

FIPRX performance across multiple time periods: 1-month 2.58%, YTD 0.78%, 1-year 0.51%, 3-year 4.61%, 5-year 0.01%, 10-year 2.45%.

FIPRX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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