IPS Strategic Capital Absolute Return Fund (IPSAX) Alternatives
IPS Strategic Capital Absolute Return Fund (IPSAX) belongs to the Options Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IPSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to IPSAX
IPSAX charges 1.50% annually. Among mutual funds in the Options Trading category, these options have the lowest expense ratios among IPSAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | Feb 8, 2017 | IPSAX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | Feb 26, 2021 | IPSAX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | Feb 25, 2021 | IPSAX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | Sep 29, 2014 | IPSAX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | IPSAX vs GTEYX |
Best Risk-Adjusted Alternatives to IPSAX
Among mutual funds in the Options Trading category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Princeton Premium Fund | 88 | Nov 15, 2016 | IPSAX vs PPFIX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 70 | Feb 8, 2017 | IPSAX vs EIVPX | |
| Calamos Hedged Equity Fund | 67 | Dec 30, 2014 | IPSAX vs CIHEX | |
| Catalyst Buffered Shield Fund | 61 | Apr 13, 2015 | IPSAX vs SHIIX | |
| Cavanal Hill Hedged Income Fund | 51 | Dec 27, 2020 | IPSAX vs APLIX |
Top Performing IPSAX Alternatives (YTD)
IPSAX alternatives from the Options Trading category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Princeton Premium Fund | 1.35% | Nov 15, 2016 | IPSAX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -0.47% | Apr 1, 2012 | IPSAX vs STTIX | |
| Rational Tactical Return Fund | -1.80% | Apr 30, 2007 | IPSAX vs HRSTX | |
| Easterly Hedged Equity Fund | -2.00% | Jul 30, 2015 | IPSAX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | -2.03% | Feb 8, 2017 | IPSAX vs EIVPX |
Lowest Volatility Alternatives to IPSAX
IPSAX alternatives from the Options Trading category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Rational Tactical Return Fund | 2.37% | Apr 30, 2007 | IPSAX vs HRSTX | |
| Princeton Premium Fund | 3.59% | Nov 15, 2016 | IPSAX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 4.10% | Apr 1, 2012 | IPSAX vs STTIX | |
| JPMorgan Hedged Equity 2 Fund Class I | 7.76% | Feb 26, 2021 | IPSAX vs JHQDX | |
| Swan Defined Risk Fund | 8.63% | Jul 29, 2012 | IPSAX vs SDRIX |
Lowest Drawdown Alternatives to IPSAX
IPSAX alternatives from the Options Trading category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Rational Tactical Return Fund | -2.42% | Apr 30, 2007 | IPSAX vs HRSTX | |
| North SquareTrilogy Alternative Return Fund | -2.68% | Apr 1, 2012 | IPSAX vs STTIX | |
| Princeton Premium Fund | -2.77% | Nov 15, 2016 | IPSAX vs PPFIX | |
| Swan Defined Risk Fund | -5.34% | Jul 29, 2012 | IPSAX vs SDRIX | |
| JPMorgan Hedged Equity 2 Fund Class I | -5.41% | Feb 26, 2021 | IPSAX vs JHQDX |
Other Mutual Funds from WP Trust
Most popular WP Trust mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| WP Large Cap Income Plus Fund | Large Cap Value Equities | 32 | -1.77% | Oct 10, 2013 | IPSAX vs WPLCX |
Often Compared With IPSAX
What investors most often compare with IPSAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 66 | -8.12% | Sep 25, 2000 | IPSAX vs SPYG | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | IPSAX vs VOO | |
| Glenmede Secured Options Portfolio | Options Trading | 34 | -2.70% | Jun 29, 2010 | IPSAX vs GTSOX |
Compare IPSAX with Any Fund or Stock
Compare IPSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.