IPSHX Mutual Fund

NAV$15.62

Returns Overview

1 Month
-1.12%
3 Months
+9.08%
6 Months
+13.12%
YTD
+11.38%
1 Year
+28.27%
3 Years (annualized)
+14.55%
5 Years (annualized)
+7.20%
10 Years (annualized)
+8.03%

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
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 Equal Weight Index(^SP500EW:SP)
This Mutual Fund (YTD)
+11.38%
Peer Avg (YTD)
+5.87%
vs Peers
+5.51%

IPSHX Mutual Fund Performance

IPSHX performance across multiple time periods: 1-month -1.12%, YTD 11.38%, 1-year 28.27%, 3-year 14.55%, 5-year 7.20%, 10-year 8.03%.

IPSHX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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