IVCSX Mutual Fund

IVCSX Mutual Fund

NAV$15.66
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Returns Overview

1 Month
+1.31%
3 Months
-2.96%
6 Months
+4.03%
YTD
+11.66%
1 Year
+13.82%
3 Years (annualized)
+17.79%
5 Years (annualized)
+11.11%
10 Years (annualized)
+11.29%

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)
+11.66%
Peer Avg (YTD)
+12.21%
vs Peers
-0.55%

IVCSX Mutual Fund Performance

IVCSX performance across multiple time periods: 1-month 1.31%, YTD 11.66%, 1-year 13.82%, 3-year 17.79%, 5-year 11.11%, 10-year 11.29%.

IVCSX returns trail the peer average of 12.21% 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.