IVFAX Mutual Fund

IVFAX Mutual Fund

NAV$5.00
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Returns Overview

1 Month
+0.55%
3 Months
+0.87%
6 Months
+7.41%
YTD
+7.17%
1 Year
+15.88%
3 Years (annualized)
+13.78%
5 Years (annualized)
+9.51%
10 Years (annualized)
+6.63%

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)
+7.17%
Peer Avg (YTD)
+8.71%
vs Peers
-1.54%

IVFAX Mutual Fund Performance

IVFAX performance across multiple time periods: 1-month 0.55%, YTD 7.17%, 1-year 15.88%, 3-year 13.78%, 5-year 9.51%, 10-year 6.63%.

IVFAX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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