IVFAX Mutual Fund

IVFAX Mutual Fund

NAV$4.75
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Returns Overview

1 Month
-0.80%
3 Months
+3.47%
6 Months
-2.42%
YTD
+10.28%
1 Year
+16.33%
3 Years (annualized)
+15.45%
5 Years (annualized)
+9.60%
10 Years (annualized)
+6.99%

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)
+10.28%
Peer Avg (YTD)
+12.12%
vs Peers
-1.84%

IVFAX Mutual Fund Performance

IVFAX performance across multiple time periods: 1-month -0.80%, YTD 10.28%, 1-year 16.33%, 3-year 15.45%, 5-year 9.60%, 10-year 6.99%.

IVFAX returns trail the peer average of 12.12% 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.