IPYSX Mutual Fund

NAV$8.75

Returns Overview

1 Month
+0.10%
3 Months
+2.16%
6 Months
+1.43%
YTD
+1.43%
1 Year
+5.56%
3 Years (annualized)
+7.57%
5 Years (annualized)
+3.00%
10 Years (annualized)
+4.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPYSX 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
Bloomberg Barclays High Yield Bond - 2% Issuer Constrained Composite Index(I30765)
This Mutual Fund (YTD)
+1.43%
Peer Avg (YTD)
+3.23%
vs Peers
-1.80%

IPYSX Mutual Fund Performance

IPYSX performance across multiple time periods: 1-month 0.10%, YTD 1.43%, 1-year 5.56%, 3-year 7.57%, 5-year 3.00%, 10-year 4.72%.

IPYSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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