IDPSX Mutual Fund

IDPSX Mutual Fund

NAV$69.78
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Returns Overview

1 Month
-4.34%
3 Months
+0.21%
6 Months
-4.60%
YTD
+15.33%
1 Year
+17.67%
3 Years (annualized)
+21.29%
5 Years (annualized)
+8.03%
10 Years (annualized)
+13.67%

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)
+15.33%
Peer Avg (YTD)
+4.75%
vs Peers
+10.58%

IDPSX Mutual Fund Performance

IDPSX performance across multiple time periods: 1-month -4.34%, YTD 15.33%, 1-year 17.67%, 3-year 21.29%, 5-year 8.03%, 10-year 13.67%.

IDPSX returns outperform the peer average of 4.75% 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.