IVFAX Mutual Fund

IVFAX Mutual Fund

NAV$4.96
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Returns Overview

1 Month
+3.73%
3 Months
+2.93%
6 Months
+7.37%
YTD
+11.17%
1 Year
+23.59%
3 Years (annualized)
+14.62%
5 Years (annualized)
+10.14%
10 Years (annualized)
+6.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVFAX 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 World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+11.17%
Peer Avg (YTD)
+11.12%
vs Peers
+0.05%

IVFAX Mutual Fund Performance

IVFAX performance across multiple time periods: 1-month 3.73%, YTD 11.17%, 1-year 23.59%, 3-year 14.62%, 5-year 10.14%, 10-year 6.93%.

IVFAX returns outperform the peer average of 11.12% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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