IPSSX Mutual Fund

IPSSX Mutual Fund

NAV$24.92
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Returns Overview

1 Month
+2.42%
3 Months
-2.80%
6 Months
+4.36%
YTD
+18.66%
1 Year
+22.90%
3 Years (annualized)
+19.51%
5 Years (annualized)
+7.82%
10 Years (annualized)
+11.49%

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)
+18.66%
Peer Avg (YTD)
+12.21%
vs Peers
+6.45%

IPSSX Mutual Fund Performance

IPSSX performance across multiple time periods: 1-month 2.42%, YTD 18.66%, 1-year 22.90%, 3-year 19.51%, 5-year 7.82%, 10-year 11.49%.

IPSSX returns outperform the peer average of 12.21% 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.