IIVLX Mutual Fund

IIVLX Mutual Fund

NAV$22.64
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Returns Overview

1 Month
+2.26%
3 Months
+5.17%
6 Months
+9.36%
YTD
+13.91%
1 Year
+23.74%
3 Years (annualized)
+9.42%
5 Years (annualized)
+11.05%
10 Years (annualized)
+14.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIVLX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.91%
Peer Avg (YTD)
+9.54%
vs Peers
+4.37%

IIVLX Mutual Fund Performance

IIVLX performance across multiple time periods: 1-month 2.26%, YTD 13.91%, 1-year 23.74%, 3-year 9.42%, 5-year 11.05%, 10-year 14.11%.

IIVLX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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