IRVAX Mutual Fund

NAV$32.28
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Returns Overview

1 Month
+1.75%
3 Months
+13.76%
6 Months
+15.02%
YTD
+14.13%
1 Year
+26.06%
3 Years (annualized)
+17.44%
5 Years (annualized)
+11.09%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRVAX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Top 200 Value(^RT200V)
This Mutual Fund (YTD)
+14.13%
Peer Avg (YTD)
+9.49%
vs Peers
+4.64%

IRVAX Mutual Fund Performance

IRVAX performance across multiple time periods: 1-month 1.75%, YTD 14.13%, 1-year 26.06%, 3-year 17.44%, 5-year 11.09%, 10-year 11.03%.

IRVAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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