IPSAX Mutual Fund

IPSAX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
-0.99%
6 Months
-0.79%
YTD
-0.99%
1 Year
-2.96%
3 Years (annualized)
+11.88%
5 Years (annualized)
+4.74%
10 Years (annualized)
+6.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPSAX 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 500 Index(SPX)
This Mutual Fund (YTD)
-0.99%
Peer Avg (YTD)
+6.11%
vs Peers
-7.10%

IPSAX Mutual Fund Performance

IPSAX performance across multiple time periods: 1-month -0.99%, YTD -0.99%, 1-year -2.96%, 3-year 11.88%, 5-year 4.74%, 10-year 6.32%.

IPSAX returns trail the peer average of 6.11% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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