IPSRX Mutual Fund

NAV$0.00

Returns Overview

1 Month
+6.12%
3 Months
+2.28%
6 Months
+5.56%
YTD
+4.22%
1 Year
+17.70%
3 Years (annualized)
+7.79%
5 Years (annualized)
+2.22%
10 Years (annualized)
+5.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPSRX 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 Target Risk Growth Index(^SPTGGU:SP)
This Mutual Fund (YTD)
+4.22%
Peer Avg (YTD)
+3.59%
vs Peers
+0.63%

IPSRX Mutual Fund Performance

IPSRX performance across multiple time periods: 1-month 6.12%, YTD 4.22%, 1-year 17.70%, 3-year 7.79%, 5-year 2.22%, 10-year 5.98%.

IPSRX returns outperform the peer average of 3.59% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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