IPSHX Mutual Fund

IPSHX Mutual Fund

NAV$14.85
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Returns Overview

1 Month
-3.94%
3 Months
+1.79%
6 Months
+0.33%
YTD
+7.72%
1 Year
+7.34%
3 Years (annualized)
+15.78%
5 Years (annualized)
+2.81%
10 Years (annualized)
+6.16%

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)
+7.72%
Peer Avg (YTD)
+5.30%
vs Peers
+2.42%

IPSHX Mutual Fund Performance

IPSHX performance across multiple time periods: 1-month -3.94%, YTD 7.72%, 1-year 7.34%, 3-year 15.78%, 5-year 2.81%, 10-year 6.16%.

IPSHX returns outperform the peer average of 5.30% 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.