IDPSX Mutual Fund

IDPSX Mutual Fund

NAV$67.58
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Returns Overview

1 Month
-0.01%
3 Months
-11.11%
6 Months
-8.54%
YTD
+7.16%
1 Year
+6.67%
3 Years (annualized)
+24.32%
5 Years (annualized)
+7.08%
10 Years (annualized)
+13.27%

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
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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 Industrials Select Sector Index(ISS)
This Mutual Fund (YTD)
+7.16%
Peer Avg (YTD)
+3.05%
vs Peers
+4.12%

IDPSX Mutual Fund Performance

IDPSX performance across multiple time periods: 1-month -0.01%, YTD 7.16%, 1-year 6.67%, 3-year 24.32%, 5-year 7.08%, 10-year 13.27%.

IDPSX returns outperform the peer average of 3.05% 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.