IPAYX Mutual Fund

IPAYX Mutual Fund

NAV$12.50
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Returns Overview

1 Month
-4.41%
3 Months
+1.61%
6 Months
+2.07%
YTD
+17.28%
1 Year
+20.04%
3 Years (annualized)
+16.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPAYX 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
Dow Jones US Select Dividend Index(DJDVP)
This Mutual Fund (YTD)
+17.28%
Peer Avg (YTD)
+8.68%
vs Peers
+8.60%

IPAYX Mutual Fund Performance

IPAYX performance across multiple time periods: 1-month -4.41%, YTD 17.28%, 1-year 20.04%, 3-year 16.90%.

IPAYX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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