IDIVX Mutual Fund

IDIVX Mutual Fund

NAV$23.80
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Returns Overview

1 Month
+1.03%
3 Months
+5.68%
6 Months
+13.79%
YTD
+17.45%
1 Year
+29.99%
3 Years (annualized)
+19.78%
5 Years (annualized)
+15.11%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDIVX 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 500 Index(SPX)
This Mutual Fund (YTD)
+17.45%
Peer Avg (YTD)
+11.41%
vs Peers
+6.04%

IDIVX Mutual Fund Performance

IDIVX performance across multiple time periods: 1-month 1.03%, YTD 17.45%, 1-year 29.99%, 3-year 19.78%, 5-year 15.11%, 10-year 11.57%.

IDIVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

IDIVX vs another fund shows side-by-side returns. IDIVX alternatives are available in the Mutual Fund Screener.