IDPIX Mutual Fund

IDPIX Mutual Fund

NAV$83.91
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Returns Overview

1 Month
-6.98%
3 Months
-15.38%
6 Months
+2.43%
YTD
+5.08%
1 Year
+8.00%
3 Years (annualized)
+22.57%
5 Years (annualized)
+9.15%
10 Years (annualized)
+14.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDPIX 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
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🏦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
S&P Industrials Select Sector Index(ISS)
This Mutual Fund (YTD)
+5.08%
Peer Avg (YTD)
+5.40%
vs Peers
-0.32%

IDPIX Mutual Fund Performance

IDPIX performance across multiple time periods: 1-month -6.98%, YTD 5.08%, 1-year 8.00%, 3-year 22.57%, 5-year 9.15%, 10-year 14.82%.

IDPIX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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