IPSSX Mutual Fund

IPSSX Mutual Fund

NAV$24.71
See how much of IPSSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.43%
3 Months
+4.96%
6 Months
+14.65%
YTD
+21.56%
1 Year
+26.87%
3 Years (annualized)
+15.94%
5 Years (annualized)
+8.47%
10 Years (annualized)
+11.28%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+21.56%
Peer Avg (YTD)
+15.20%
vs Peers
+6.36%

IPSSX Mutual Fund Performance

IPSSX performance across multiple time periods: 1-month -0.43%, YTD 21.56%, 1-year 26.87%, 3-year 15.94%, 5-year 8.47%, 10-year 11.28%.

IPSSX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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