IPOCX Mutual Fund

IPOCX Mutual Fund

NAV$19.77
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Returns Overview

1 Month
+0.54%
3 Months
-0.44%
6 Months
+18.38%
YTD
+20.90%
1 Year
+29.51%
3 Years (annualized)
+19.82%
5 Years (annualized)
+3.84%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPOCX 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)
+20.90%
Peer Avg (YTD)
+20.48%
vs Peers
+0.41%

IPOCX Mutual Fund Performance

IPOCX performance across multiple time periods: 1-month 0.54%, YTD 20.90%, 1-year 29.51%, 3-year 19.82%, 5-year 3.84%, 10-year 8.15%.

IPOCX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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