IPFXX Mutual Fund

IPFXX Mutual Fund

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Returns Overview

1 Month
+0.31%
3 Months
+0.95%
6 Months
+1.57%
YTD
+2.20%
1 Year
+3.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPFXX 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
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+2.20%
Peer Avg (YTD)
+2.36%
vs Peers
-0.15%

IPFXX Mutual Fund Performance

IPFXX performance across multiple time periods: 1-month 0.31%, YTD 2.20%, 1-year 3.24%.

IPFXX returns trail the peer average of 2.36% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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