IDVSX Mutual Fund

IDVSX Mutual Fund

NAV$29.21
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Returns Overview

1 Month
-1.95%
3 Months
+3.35%
6 Months
+0.25%
YTD
+0.04%
1 Year
+6.04%
3 Years (annualized)
+6.76%
5 Years (annualized)
-0.43%
10 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDVSX 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
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
+0.04%
Peer Avg (YTD)
+6.23%
vs Peers
-6.20%

IDVSX Mutual Fund Performance

IDVSX performance across multiple time periods: 1-month -1.95%, YTD 0.04%, 1-year 6.04%, 3-year 6.76%, 5-year -0.43%, 10-year 9.64%.

IDVSX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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