IPSSX Mutual Fund

IPSSX Mutual Fund

NAV$24.68
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Returns Overview

1 Month
-4.68%
3 Months
-6.43%
6 Months
+13.20%
YTD
+15.86%
1 Year
+19.68%
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
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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)
+15.86%
Peer Avg (YTD)
+10.34%
vs Peers
+5.52%

IPSSX Mutual Fund Performance

IPSSX performance across multiple time periods: 1-month -4.68%, YTD 15.86%, 1-year 19.68%, 3-year 15.94%, 5-year 8.47%, 10-year 11.28%.

IPSSX returns outperform the peer average of 10.34% 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.