Over the latest trailing 12-month period, total return cagr is -1.05%. The comparable SPY value is +21.81%. Year-to-date total return is +9.30%. Total return includes price appreciation and reinvested dividends.
Over the past 12 months, Total Return CAGR is -1.05%. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of the company's investment performance.
Intelligent Protection Management Corp. (IPM)
Total Return growth vs the same quarter one year earlier, last 4 quarters.
Quarter-end value of $100 invested at the start of the available history, with dividends reinvested; the newest quarter may be quarter-to-date.
Reported annual fiscal-period values; no daily interpolation.
Reported annual fiscal-period values; no daily interpolation.
| Year | Total return for the year |
|---|---|
| 2026 (YTD) | +9.30% |
| 2025 | -13.57% |
| Quarter | QoQ | YoY |
|---|---|---|
| Q3 2026 (QTD) | +8.0% | -5.5% |
| Q2 2026 | +13.7% | -7.9% |
| Q1 2026 | -11.0% | -12.1% |
| Q4 2025 | -13.6% | -13.6% |
| Q3 2025 | +5.3% | N/A |
| Q2 2025 | +8.6% | N/A |
| Q1 2025 | -12.6% | N/A |
| Q4 2024 | N/A | N/A |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier. The newest quarter is in progress (quarter-to-date).
