IPSAX Mutual Fund

IPSAX Mutual Fund

NAV$10.11
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Returns Overview

1 Month
-0.89%
3 Months
-0.79%
6 Months
-0.99%
YTD
-0.99%
1 Year
+2.69%
3 Years (annualized)
+9.62%
5 Years (annualized)
+5.40%
10 Years (annualized)
+5.82%

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)
+4.85%
vs Peers
-5.84%

IPSAX Mutual Fund Performance

IPSAX performance across multiple time periods: 1-month -0.89%, YTD -0.99%, 1-year 2.69%, 3-year 9.62%, 5-year 5.40%, 10-year 5.82%.

IPSAX returns trail the peer average of 4.85% 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.