IDPSX Mutual Fund

NAV$78.52

Returns Overview

1 Month
+10.35%
3 Months
+20.71%
6 Months
+27.01%
YTD
+23.53%
1 Year
+34.04%
3 Years (annualized)
+25.00%
5 Years (annualized)
+11.78%
10 Years (annualized)
+15.97%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Industrials Select Sector Index(ISS)
This Mutual Fund (YTD)
+23.53%
Peer Avg (YTD)
+3.47%
vs Peers
+20.06%

IDPSX Mutual Fund Performance

IDPSX performance across multiple time periods: 1-month 10.35%, YTD 23.53%, 1-year 34.04%, 3-year 25.00%, 5-year 11.78%, 10-year 15.97%.

IDPSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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