IPBNX Mutual Fund

NAV$11.16

Returns Overview

1 Month
-2.10%
3 Months
+0.51%
6 Months
+12.19%
YTD
+11.99%
1 Year
+19.34%
3 Years (annualized)
+11.72%
5 Years (annualized)
+6.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPBNX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.99%
Peer Avg (YTD)
+3.23%
vs Peers
+8.76%

IPBNX Mutual Fund Performance

IPBNX performance across multiple time periods: 1-month -2.10%, YTD 11.99%, 1-year 19.34%, 3-year 11.72%, 5-year 6.25%.

IPBNX returns outperform the peer average of 3.23% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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