IPIMX Mutual Fund

IPIMX Mutual Fund

NAV$8.43
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Returns Overview

1 Month
-3.04%
3 Months
-2.42%
6 Months
-0.22%
YTD
-0.95%
1 Year
+0.72%
3 Years (annualized)
+7.62%
5 Years (annualized)
+3.37%
10 Years (annualized)
+4.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPIMX 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
Bloomberg Barclays High Yield Bond - 2% Issuer Constrained Composite Index(I30765)
This Mutual Fund (YTD)
-0.95%
Peer Avg (YTD)
+0.50%
vs Peers
-1.45%

IPIMX Mutual Fund Performance

IPIMX performance across multiple time periods: 1-month -3.04%, YTD -0.95%, 1-year 0.72%, 3-year 7.62%, 5-year 3.37%, 10-year 4.74%.

IPIMX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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