IRVSX Mutual Fund

IRVSX Mutual Fund

NAV$33.10
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Returns Overview

1 Month
+4.66%
3 Months
+9.94%
6 Months
+15.23%
YTD
+19.63%
1 Year
+32.39%
3 Years (annualized)
+18.38%
5 Years (annualized)
+12.19%
10 Years (annualized)
+11.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRVSX 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 Top 200 Value(^RT200V)
This Mutual Fund (YTD)
+19.63%
Peer Avg (YTD)
+11.41%
vs Peers
+8.22%

IRVSX Mutual Fund Performance

IRVSX performance across multiple time periods: 1-month 4.66%, YTD 19.63%, 1-year 32.39%, 3-year 18.38%, 5-year 12.19%, 10-year 11.55%.

IRVSX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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