IFPUX Mutual Fund

IFPUX Mutual Fund

NAV$21.40
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Returns Overview

1 Month
-6.80%
3 Months
+3.81%
6 Months
+4.80%
YTD
-3.23%
1 Year
+0.12%
3 Years (annualized)
+18.20%
5 Years (annualized)
+11.87%
10 Years (annualized)
+13.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFPUX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
-3.23%
Peer Avg (YTD)
+9.98%
vs Peers
-13.21%

IFPUX Mutual Fund Performance

IFPUX performance across multiple time periods: 1-month -6.80%, YTD -3.23%, 1-year 0.12%, 3-year 18.20%, 5-year 11.87%, 10-year 13.01%.

IFPUX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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