IDPZX Mutual Fund

NAV$11.02

Returns Overview

1 Month
-1.52%
3 Months
-2.04%
6 Months
-2.99%
YTD
-3.16%
1 Year
+3.41%
3 Years (annualized)
+4.07%
5 Years (annualized)
-0.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDPZX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.16%
Peer Avg (YTD)
+3.23%
vs Peers
-6.39%

IDPZX Mutual Fund Performance

IDPZX performance across multiple time periods: 1-month -1.52%, YTD -3.16%, 1-year 3.41%, 3-year 4.07%, 5-year -0.16%.

IDPZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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