IDPSX Mutual Fund

IDPSX Mutual Fund

NAV$67.94
See how much of IDPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.07%
3 Months
-15.61%
6 Months
+1.87%
YTD
+4.25%
1 Year
+6.85%
3 Years (annualized)
+21.29%
5 Years (annualized)
+8.03%
10 Years (annualized)
+13.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDPSX 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 Industrials Select Sector Index(ISS)
This Mutual Fund (YTD)
+4.25%
Peer Avg (YTD)
+5.40%
vs Peers
-1.15%

IDPSX Mutual Fund Performance

IDPSX performance across multiple time periods: 1-month -7.07%, YTD 4.25%, 1-year 6.85%, 3-year 21.29%, 5-year 8.03%, 10-year 13.67%.

IDPSX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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