IVFCX Mutual Fund

IVFCX Mutual Fund

NAV$4.95
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Returns Overview

1 Month
+3.71%
3 Months
+2.55%
6 Months
+6.80%
YTD
+10.32%
1 Year
+22.37%
3 Years (annualized)
+13.61%
5 Years (annualized)
+9.25%
10 Years (annualized)
+6.10%

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
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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)
+10.32%
Peer Avg (YTD)
+11.12%
vs Peers
-0.80%

IVFCX Mutual Fund Performance

IVFCX performance across multiple time periods: 1-month 3.71%, YTD 10.32%, 1-year 22.37%, 3-year 13.61%, 5-year 9.25%, 10-year 6.10%.

IVFCX returns trail the peer average of 11.12% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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