IVFCX Mutual Fund

NAV$4.91

Returns Overview

1 Month
+0.49%
3 Months
+0.46%
6 Months
+6.84%
YTD
+6.37%
1 Year
+14.63%
3 Years (annualized)
+12.77%
5 Years (annualized)
+8.56%
10 Years (annualized)
+5.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVFCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+6.37%
Peer Avg (YTD)
+8.71%
vs Peers
-2.34%

IVFCX Mutual Fund Performance

IVFCX performance across multiple time periods: 1-month 0.49%, YTD 6.37%, 1-year 14.63%, 3-year 12.77%, 5-year 8.56%, 10-year 5.81%.

IVFCX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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