IVEIX Mutual Fund

IVEIX Mutual Fund

NAV$13.38
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Returns Overview

1 Month
+0.69%
3 Months
-3.59%
6 Months
+7.43%
YTD
+16.67%
1 Year
+33.65%
3 Years (annualized)
+9.43%
5 Years (annualized)
+16.97%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVEIX 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
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📉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 Investable Markets Index
This Mutual Fund (YTD)
+16.67%
Peer Avg (YTD)
+19.98%
vs Peers
-3.31%

IVEIX Mutual Fund Performance

IVEIX performance across multiple time periods: 1-month 0.69%, YTD 16.67%, 1-year 33.65%, 3-year 9.43%, 5-year 16.97%, 10-year 1.75%.

IVEIX returns trail the peer average of 19.98% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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