IPLSX Mutual Fund

IPLSX Mutual Fund

NAV$31.23
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Returns Overview

1 Month
-0.23%
3 Months
+2.99%
6 Months
+18.84%
YTD
+13.08%
1 Year
+15.71%
3 Years (annualized)
+20.11%
5 Years (annualized)
+11.64%
10 Years (annualized)
+14.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPLSX 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
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🏦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 500 Index(SPX)
This Mutual Fund (YTD)
+13.08%
Peer Avg (YTD)
+9.98%
vs Peers
+3.09%

IPLSX Mutual Fund Performance

IPLSX performance across multiple time periods: 1-month -0.23%, YTD 13.08%, 1-year 15.71%, 3-year 20.11%, 5-year 11.64%, 10-year 14.37%.

IPLSX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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