IPSSX Mutual Fund

IPSSX Mutual Fund

NAV$26.00
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Returns Overview

1 Month
-1.42%
3 Months
+7.36%
6 Months
+17.56%
YTD
+22.08%
1 Year
+37.43%
3 Years (annualized)
+14.54%
5 Years (annualized)
+9.11%
10 Years (annualized)
+10.01%

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
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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)
+22.08%
Peer Avg (YTD)
+15.31%
vs Peers
+6.77%

IPSSX Mutual Fund Performance

IPSSX performance across multiple time periods: 1-month -1.42%, YTD 22.08%, 1-year 37.43%, 3-year 14.54%, 5-year 9.11%, 10-year 10.01%.

IPSSX returns outperform the peer average of 15.31% 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.