IPSSX Mutual Fund

NAV$26.13

Returns Overview

1 Month
+6.92%
3 Months
+20.98%
6 Months
+24.70%
YTD
+23.83%
1 Year
+40.03%
3 Years (annualized)
+17.14%
5 Years (annualized)
+9.02%
10 Years (annualized)
+12.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPSSX 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 Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+23.83%
Peer Avg (YTD)
+18.52%
vs Peers
+5.31%

IPSSX Mutual Fund Performance

IPSSX performance across multiple time periods: 1-month 6.92%, YTD 23.83%, 1-year 40.03%, 3-year 17.14%, 5-year 9.02%, 10-year 12.20%.

IPSSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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