IFPUX Mutual Fund

NAV$20.48

Returns Overview

1 Month
-1.61%
3 Months
+0.95%
6 Months
-7.42%
YTD
-6.78%
1 Year
+3.22%
3 Years (annualized)
+14.11%
5 Years (annualized)
+10.13%
10 Years (annualized)
+13.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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 Mutual Fund (YTD)
-6.78%
Peer Avg (YTD)
+9.51%
vs Peers
-16.29%

IFPUX Mutual Fund Performance

IFPUX performance across multiple time periods: 1-month -1.61%, YTD -6.78%, 1-year 3.22%, 3-year 14.11%, 5-year 10.13%, 10-year 13.14%.

IFPUX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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