ILVFX Mutual Fund

ILVFX Mutual Fund

NAV$5.33
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Returns Overview

1 Month
+1.98%
3 Months
+7.76%
6 Months
+12.97%
YTD
+4.30%
1 Year
+18.17%
3 Years (annualized)
+15.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ILVFX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.30%
Peer Avg (YTD)
+5.13%
vs Peers
-0.83%

ILVFX Mutual Fund Performance

ILVFX performance across multiple time periods: 1-month 1.98%, YTD 4.30%, 1-year 18.17%, 3-year 15.75%.

ILVFX returns trail the peer average of 5.13% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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