IVAEX Mutual Fund

IVAEX Mutual Fund

NAV$24.29
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Returns Overview

1 Month
-0.33%
3 Months
+1.61%
6 Months
+3.65%
YTD
+5.74%
1 Year
+12.64%
3 Years (annualized)
+14.13%
5 Years (annualized)
+8.09%
10 Years (annualized)
+9.44%

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)
+5.74%
Peer Avg (YTD)
+5.54%
vs Peers
+0.20%

IVAEX Mutual Fund Performance

IVAEX performance across multiple time periods: 1-month -0.33%, YTD 5.74%, 1-year 12.64%, 3-year 14.13%, 5-year 8.09%, 10-year 9.44%.

IVAEX returns outperform the peer average of 5.54% 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.