IPIIX Mutual Fund

NAV$10.77

Returns Overview

1 Month
-1.82%
3 Months
-1.82%
6 Months
-2.36%
YTD
-2.45%
1 Year
+4.82%
3 Years (annualized)
+5.28%
5 Years (annualized)
+0.42%
10 Years (annualized)
+2.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPIIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.45%
Peer Avg (YTD)
+3.23%
vs Peers
-5.67%

IPIIX Mutual Fund Performance

IPIIX performance across multiple time periods: 1-month -1.82%, YTD -2.45%, 1-year 4.82%, 3-year 5.28%, 5-year 0.42%, 10-year 2.39%.

IPIIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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