IVAEX Mutual Fund

IVAEX Mutual Fund

NAV$23.83
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Returns Overview

1 Month
+1.36%
3 Months
+0.62%
6 Months
+3.06%
YTD
+7.17%
1 Year
+12.61%
3 Years (annualized)
+15.19%
5 Years (annualized)
+7.95%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVAEX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.17%
Peer Avg (YTD)
+6.28%
vs Peers
+0.88%

IVAEX Mutual Fund Performance

IVAEX performance across multiple time periods: 1-month 1.36%, YTD 7.17%, 1-year 12.61%, 3-year 15.19%, 5-year 7.95%, 10-year 9.70%.

IVAEX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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