IDVGX Mutual Fund

IDVGX Mutual Fund

NAV$11.09
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Returns Overview

6 Months
-2.97%
1 Year
-4.07%
3 Years (annualized)
-3.23%
5 Years (annualized)
+1.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDVGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)

IDVGX Mutual Fund Performance

IDVGX performance across multiple time periods: 1-year -4.07%, 3-year -3.23%, 5-year 1.34%.

IDVGX returns can be compared against peers and benchmarks. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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