IIIPX Mutual Fund

NAV$10.67

Returns Overview

1 Month
-0.47%
3 Months
+0.95%
6 Months
+2.30%
YTD
+3.49%
1 Year
+10.19%
3 Years (annualized)
+9.04%
5 Years (annualized)
+3.70%
10 Years (annualized)
+5.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIIPX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.49%
Peer Avg (YTD)
+7.64%
vs Peers
-4.15%

IIIPX Mutual Fund Performance

IIIPX performance across multiple time periods: 1-month -0.47%, YTD 3.49%, 1-year 10.19%, 3-year 9.04%, 5-year 3.70%, 10-year 5.07%.

IIIPX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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