IIVGX Mutual Fund

IIVGX Mutual Fund

NAV$24.55
See how much of IIVGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.99%
3 Months
+5.23%
6 Months
+7.61%
YTD
+7.29%
1 Year
+19.22%
3 Years (annualized)
+18.78%
5 Years (annualized)
+13.21%
10 Years (annualized)
+14.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIVGX 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)
This Mutual Fund (YTD)
+7.29%
Peer Avg (YTD)
+9.41%
vs Peers
-2.12%

IIVGX Mutual Fund Performance

IIVGX performance across multiple time periods: 1-month -0.99%, YTD 7.29%, 1-year 19.22%, 3-year 18.78%, 5-year 13.21%, 10-year 14.86%.

IIVGX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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