IDIVX Mutual Fund

NAV$23.82

Returns Overview

1 Month
+1.92%
3 Months
+10.30%
6 Months
+17.06%
YTD
+16.25%
1 Year
+30.74%
3 Years (annualized)
+20.76%
5 Years (annualized)
+15.09%
10 Years (annualized)
+11.59%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.25%
Peer Avg (YTD)
+9.49%
vs Peers
+6.76%

IDIVX Mutual Fund Performance

IDIVX performance across multiple time periods: 1-month 1.92%, YTD 16.25%, 1-year 30.74%, 3-year 20.76%, 5-year 15.09%, 10-year 11.59%.

IDIVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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