IPSAX Mutual Fund

IPSAX Mutual Fund

NAV$10.20
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Returns Overview

1 Month
-0.49%
3 Months
+0.10%
6 Months
+8.84%
1 Year
-0.13%
3 Years (annualized)
+10.61%
5 Years (annualized)
+5.22%
10 Years (annualized)
+5.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPSAX 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 500 Index(SPX)

IPSAX Mutual Fund Performance

IPSAX performance across multiple time periods: 1-month -0.49%, 1-year -0.13%, 3-year 10.61%, 5-year 5.22%, 10-year 5.99%.

IPSAX returns can be compared against peers and benchmarks. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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