IPYSX Mutual Fund

IPYSX Mutual Fund

NAV$8.43
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Returns Overview

1 Month
-3.08%
3 Months
-2.63%
6 Months
-0.53%
YTD
-1.24%
1 Year
+0.32%
3 Years (annualized)
+7.16%
5 Years (annualized)
+2.95%
10 Years (annualized)
+4.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPYSX 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)
-1.24%
Peer Avg (YTD)
+0.50%
vs Peers
-1.74%

IPYSX Mutual Fund Performance

IPYSX performance across multiple time periods: 1-month -3.08%, YTD -1.24%, 1-year 0.32%, 3-year 7.16%, 5-year 2.95%, 10-year 4.32%.

IPYSX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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