IPOAX Mutual Fund

IPOAX Mutual Fund

NAV$25.64
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Returns Overview

1 Month
+0.58%
3 Months
-0.23%
6 Months
+18.84%
YTD
+21.54%
1 Year
+30.51%
3 Years (annualized)
+27.00%
5 Years (annualized)
+10.62%
10 Years (annualized)
+12.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPOAX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+21.54%
Peer Avg (YTD)
+20.48%
vs Peers
+1.06%

IPOAX Mutual Fund Performance

IPOAX performance across multiple time periods: 1-month 0.58%, YTD 21.54%, 1-year 30.51%, 3-year 27.00%, 5-year 10.62%, 10-year 12.27%.

IPOAX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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