IIVGX Mutual Fund

IIVGX Mutual Fund

NAV$24.75
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.53%
3 Months
+17.76%
6 Months
+8.97%
YTD
+8.36%
1 Year
+22.01%
3 Years (annualized)
+20.05%
5 Years (annualized)
+14.45%
10 Years (annualized)
+17.61%

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)
+8.36%
Peer Avg (YTD)
+9.51%
vs Peers
-1.15%

IIVGX Mutual Fund Performance

IIVGX performance across multiple time periods: 1-month -0.53%, YTD 8.36%, 1-year 22.01%, 3-year 20.05%, 5-year 14.45%, 10-year 17.61%.

IIVGX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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