IPMSX Mutual Fund

IPMSX Mutual Fund

NAV$22.06
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Returns Overview

1 Month
-1.40%
3 Months
+5.10%
6 Months
+12.14%
YTD
+15.78%
1 Year
+23.37%
3 Years (annualized)
+14.03%
5 Years (annualized)
+8.70%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPMSX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+15.78%
Peer Avg (YTD)
+9.54%
vs Peers
+6.24%

IPMSX Mutual Fund Performance

IPMSX performance across multiple time periods: 1-month -1.40%, YTD 15.78%, 1-year 23.37%, 3-year 14.03%, 5-year 8.70%, 10-year 10.03%.

IPMSX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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