IDPIX Mutual Fund

NAV$96.80

Returns Overview

1 Month
+10.46%
3 Months
+21.04%
6 Months
+27.67%
YTD
+24.17%
1 Year
+35.46%
3 Years (annualized)
+26.00%
5 Years (annualized)
+12.63%
10 Years (annualized)
+16.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDPIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Industrials Select Sector Index(ISS)
This Mutual Fund (YTD)
+24.17%
Peer Avg (YTD)
+3.47%
vs Peers
+20.70%

IDPIX Mutual Fund Performance

IDPIX performance across multiple time periods: 1-month 10.46%, YTD 24.17%, 1-year 35.46%, 3-year 26.00%, 5-year 12.63%, 10-year 16.97%.

IDPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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