IPSIX Mutual Fund

NAV$26.38

Returns Overview

1 Month
+6.94%
3 Months
+24.85%
6 Months
+28.74%
YTD
+27.85%
1 Year
+44.65%
3 Years (annualized)
+18.61%
5 Years (annualized)
+9.94%
10 Years (annualized)
+12.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPSIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+27.85%
Peer Avg (YTD)
+18.52%
vs Peers
+9.33%

IPSIX Mutual Fund Performance

IPSIX performance across multiple time periods: 1-month 6.94%, YTD 27.85%, 1-year 44.65%, 3-year 18.61%, 5-year 9.94%, 10-year 12.79%.

IPSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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