Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPSAX (IPS STRATEGIC CAPITAL ABSOLUTE RETURN FUND INSTITUTIONAL CLASS SHARES) | 2.08% | 9.64% | 12.41% | 6.65% | 6.54% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 05/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPSAX (IPS STRATEGIC CAPITAL ABSOLUTE RETURN FUND INSTITUTIONAL CLASS SHARES) | 05/02/2016 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.34 | 9.64 | 12.41 | 6.65 | 6.54 | NA | NA | … | … | 2.08 | -3.86 | 16.99 | 16.10 | -16.02 | 18.27 | 3.11 | 13.66 | -5.36 | 13.55 | 0.79 |
| Sharpe Ratio | NA | 0.63 | 0.90 | 0.39 | 0.51 | NA | NA | … | … | 0.02 | -0.38 | 1.59 | 1.36 | -1.71 | 2.02 | 0.21 | 1.53 | -0.70 | 2.67 | 0.13 |
| Standard Deviation(%) | NA | 11.27 | 10.26 | 10.09 | 9.76 | NA | NA | … | … | 12.49 | 18.07 | 8.42 | 9.21 | 10.25 | 9.01 | 13.70 | 7.97 | 9.67 | 4.85 | 7.20 |
| Draw Down(%) | NA | 12.09 | 12.09 | 16.70 | 16.70 | NA | NA | … | … | 12.00 | 15.12 | 4.77 | 6.87 | 16.37 | 4.04 | 12.26 | 6.53 | 11.53 | 2.67 | 5.30 |
| Yield(%) | 0.00 | 13.86 | 10.45 | 8.11 | 6.52 | 4.40 | 3.30 | … | … | 0.00 | 14.09 | 14.34 | 0.00 | 9.00 | 5.89 | 0.48 | 9.21 | 0.00 | 9.51 | 0.69 |
Data as of 06/11/2026, Common starting date is 05/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPSAX (IPS STRATEGIC CAPITAL ABSOLUTE RETURN FUND INSTITUTIONAL CLASS SHARES) |
0.80%
Dec 2019 – Dec 2022 |
1.57%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPSAX (IPS STRATEGIC CAPITAL ABSOLUTE RETURN FUND INSTITUTIONAL CLASS SHARES) |
14.05%
Oct 2022 – Oct 2025 |
9.85%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart