IPFCX Mutual Fund

IPFCX Mutual Fund

NAV$33.46
See how much of IPFCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.68%
3 Months
-1.79%
6 Months
+9.67%
YTD
+10.22%
1 Year
+14.62%
3 Years (annualized)
+15.26%
5 Years (annualized)
+9.27%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPFCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+10.22%
Peer Avg (YTD)
+6.10%
vs Peers
+4.12%

IPFCX Mutual Fund Performance

IPFCX performance across multiple time periods: 1-month -3.68%, YTD 10.22%, 1-year 14.62%, 3-year 15.26%, 5-year 9.27%, 10-year 9.14%.

IPFCX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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