IVCSX Mutual Fund

IVCSX Mutual Fund

NAV$16.19
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Returns Overview

1 Month
-2.70%
3 Months
+7.21%
6 Months
+5.58%
YTD
+15.38%
1 Year
+26.20%
3 Years (annualized)
+12.50%
5 Years (annualized)
+6.79%
10 Years (annualized)
+8.83%

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
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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 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.38%
Peer Avg (YTD)
+15.31%
vs Peers
+0.07%

IVCSX Mutual Fund Performance

IVCSX performance across multiple time periods: 1-month -2.70%, YTD 15.38%, 1-year 26.20%, 3-year 12.50%, 5-year 6.79%, 10-year 8.83%.

IVCSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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