IDPSX Mutual Fund

IDPSX Mutual Fund

NAV$75.46
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Returns Overview

1 Month
-5.07%
3 Months
+2.89%
6 Months
+10.01%
YTD
+20.56%
1 Year
+22.34%
3 Years (annualized)
+21.37%
5 Years (annualized)
+10.21%
10 Years (annualized)
+14.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDPSX 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
S&P Industrials Select Sector Index(ISS)
This Mutual Fund (YTD)
+20.56%
Peer Avg (YTD)
+2.39%
vs Peers
+18.17%

IDPSX Mutual Fund Performance

IDPSX performance across multiple time periods: 1-month -5.07%, YTD 20.56%, 1-year 22.34%, 3-year 21.37%, 5-year 10.21%, 10-year 14.83%.

IDPSX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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