IVCSX Mutual Fund

NAV$16.08

Returns Overview

1 Month
+6.25%
3 Months
+16.42%
6 Months
+11.98%
YTD
+11.60%
1 Year
+23.79%
3 Years (annualized)
+13.69%
5 Years (annualized)
+11.09%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVCSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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 2000 Index(^RUT)
This Mutual Fund (YTD)
+11.60%
Peer Avg (YTD)
+18.52%
vs Peers
-6.92%

IVCSX Mutual Fund Performance

IVCSX performance across multiple time periods: 1-month 6.25%, YTD 11.60%, 1-year 23.79%, 3-year 13.69%, 5-year 11.09%, 10-year 11.66%.

IVCSX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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