IOVFX Mutual Fund

IOVFX Mutual Fund

NAV$18.92
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Returns Overview

1 Month
+1.47%
3 Months
-0.05%
6 Months
+7.31%
YTD
+19.48%
1 Year
+31.61%
3 Years (annualized)
+27.86%
5 Years (annualized)
+14.46%
10 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOVFX 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 World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+19.48%
Peer Avg (YTD)
+10.38%
vs Peers
+9.10%

IOVFX Mutual Fund Performance

IOVFX performance across multiple time periods: 1-month 1.47%, YTD 19.48%, 1-year 31.61%, 3-year 27.86%, 5-year 14.46%, 10-year 11.49%.

IOVFX returns outperform the peer average of 10.38% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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