IPBAX Mutual Fund

IPBAX Mutual Fund

NAV$10.56
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Returns Overview

1 Month
-0.84%
3 Months
-2.06%
6 Months
-5.53%
YTD
+6.34%
1 Year
+6.83%
3 Years (annualized)
+10.76%
5 Years (annualized)
+4.29%
10 Years (annualized)
+4.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPBAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.34%
Peer Avg (YTD)
+0.72%
vs Peers
+5.61%

IPBAX Mutual Fund Performance

IPBAX performance across multiple time periods: 1-month -0.84%, YTD 6.34%, 1-year 6.83%, 3-year 10.76%, 5-year 4.29%, 10-year 4.55%.

IPBAX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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