IPSIX Mutual Fund

IPSIX Mutual Fund

NAV$24.96
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Returns Overview

1 Month
-0.38%
3 Months
+5.03%
6 Months
+14.79%
YTD
+21.80%
1 Year
+27.10%
3 Years (annualized)
+16.20%
5 Years (annualized)
+8.74%
10 Years (annualized)
+10.02%

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
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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 Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+21.80%
Peer Avg (YTD)
+15.20%
vs Peers
+6.60%

IPSIX Mutual Fund Performance

IPSIX performance across multiple time periods: 1-month -0.38%, YTD 21.80%, 1-year 27.10%, 3-year 16.20%, 5-year 8.74%, 10-year 10.02%.

IPSIX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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