IPISX Mutual Fund

NAV$10.69

Returns Overview

1 Month
+0.37%
3 Months
+1.21%
6 Months
+1.21%
YTD
+1.21%
1 Year
+4.66%
3 Years (annualized)
+5.07%
5 Years (annualized)
+0.22%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPISX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.21%
Peer Avg (YTD)
+3.23%
vs Peers
-2.01%

IPISX Mutual Fund Performance

IPISX performance across multiple time periods: 1-month 0.37%, YTD 1.21%, 1-year 4.66%, 3-year 5.07%, 5-year 0.22%, 10-year 2.16%.

IPISX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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