IPFIX Mutual Fund

IPFIX Mutual Fund

NAV$6.57
See how much of IPFIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.00%
3 Months
-1.02%
6 Months
-0.70%
YTD
-0.49%
1 Year
+0.58%
3 Years (annualized)
-1.13%
5 Years (annualized)
-3.73%
10 Years (annualized)
-3.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPFIX 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 Barclays 1-5 Year US Government Index(^BB5YUSGI)
This Mutual Fund (YTD)
-0.49%
Peer Avg (YTD)
+0.64%
vs Peers
-1.12%

IPFIX Mutual Fund Performance

IPFIX performance across multiple time periods: 1-month -1.00%, YTD -0.49%, 1-year 0.58%, 3-year -1.13%, 5-year -3.73%, 10-year -3.76%.

IPFIX returns trail the peer average of 0.64% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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