IPYAX Mutual Fund

IPYAX Mutual Fund

NAV$8.42
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Returns Overview

1 Month
-3.10%
3 Months
-2.69%
6 Months
-0.63%
YTD
-1.40%
1 Year
+0.12%
3 Years (annualized)
+6.96%
5 Years (annualized)
+2.76%
10 Years (annualized)
+4.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPYAX 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)
-1.40%
Peer Avg (YTD)
+0.50%
vs Peers
-1.90%

IPYAX Mutual Fund Performance

IPYAX performance across multiple time periods: 1-month -3.10%, YTD -1.40%, 1-year 0.12%, 3-year 6.96%, 5-year 2.76%, 10-year 4.26%.

IPYAX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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