IPYAX Mutual Fund

IPYAX Mutual Fund

NAV$8.44
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Returns Overview

1 Month
+0.84%
3 Months
-1.40%
6 Months
-1.02%
YTD
-0.57%
1 Year
+0.74%
3 Years (annualized)
+7.13%
5 Years (annualized)
+2.11%
10 Years (annualized)
+3.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPYAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays High Yield Bond - 2% Issuer Constrained Composite Index(I30765)
This Mutual Fund (YTD)
-0.57%
Peer Avg (YTD)
+2.28%
vs Peers
-2.85%

IPYAX Mutual Fund Performance

IPYAX performance across multiple time periods: 1-month 0.84%, YTD -0.57%, 1-year 0.74%, 3-year 7.13%, 5-year 2.11%, 10-year 3.61%.

IPYAX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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