IPSAX Mutual Fund

NAV$10.30

Returns Overview

1 Month
-3.26%
3 Months
+8.73%
YTD
-0.10%
1 Year
+4.55%
3 Years (annualized)
+10.91%
5 Years (annualized)
+6.00%
10 Years (annualized)
+6.24%

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
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 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-0.10%
Peer Avg (YTD)
+3.78%
vs Peers
-3.88%

IPSAX Mutual Fund Performance

IPSAX performance across multiple time periods: 1-month -3.26%, YTD -0.10%, 1-year 4.55%, 3-year 10.91%, 5-year 6.00%, 10-year 6.24%.

IPSAX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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