IPMSX Mutual Fund

NAV$23.12

Returns Overview

1 Month
+3.40%
3 Months
+14.65%
6 Months
+17.43%
YTD
+16.08%
1 Year
+26.04%
3 Years (annualized)
+16.01%
5 Years (annualized)
+9.33%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IPMSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+16.08%
Peer Avg (YTD)
+10.82%
vs Peers
+5.27%

IPMSX Mutual Fund Performance

IPMSX performance across multiple time periods: 1-month 3.40%, YTD 16.08%, 1-year 26.04%, 3-year 16.01%, 5-year 9.33%, 10-year 10.64%.

IPMSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

IPMSX performance comparison shows side-by-side returns with another fund. IPMSX alternatives are available in the Mutual Fund Screener.