IPMIX Mutual Fund

IPMIX Mutual Fund

NAV$22.78
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Returns Overview

1 Month
-3.54%
3 Months
-4.37%
6 Months
+9.72%
YTD
+11.15%
1 Year
+14.79%
3 Years (annualized)
+15.59%
5 Years (annualized)
+8.60%
10 Years (annualized)
+10.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPMIX 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
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📉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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+11.15%
Peer Avg (YTD)
+6.72%
vs Peers
+4.43%

IPMIX Mutual Fund Performance

IPMIX performance across multiple time periods: 1-month -3.54%, YTD 11.15%, 1-year 14.79%, 3-year 15.59%, 5-year 8.60%, 10-year 10.36%.

IPMIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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