IPMIX Mutual Fund

NAV$23.53

Returns Overview

1 Month
+3.46%
3 Months
+14.73%
6 Months
+17.60%
YTD
+16.23%
1 Year
+26.37%
3 Years (annualized)
+16.32%
5 Years (annualized)
+9.60%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPMIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+16.23%
Peer Avg (YTD)
+10.82%
vs Peers
+5.42%

IPMIX Mutual Fund Performance

IPMIX performance across multiple time periods: 1-month 3.46%, YTD 16.23%, 1-year 26.37%, 3-year 16.32%, 5-year 9.60%, 10-year 10.91%.

IPMIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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