IPSHX Mutual Fund

IPSHX Mutual Fund

NAV$15.69
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Returns Overview

1 Month
-4.98%
3 Months
-1.44%
6 Months
+1.21%
YTD
+7.49%
1 Year
+18.45%
3 Years (annualized)
+11.41%
5 Years (annualized)
+6.49%
10 Years (annualized)
+7.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPSHX 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 Equal Weight Index(^SP500EW:SP)
This Mutual Fund (YTD)
+7.49%
Peer Avg (YTD)
+5.54%
vs Peers
+1.95%

IPSHX Mutual Fund Performance

IPSHX performance across multiple time periods: 1-month -4.98%, YTD 7.49%, 1-year 18.45%, 3-year 11.41%, 5-year 6.49%, 10-year 7.15%.

IPSHX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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