IVFIX Mutual Fund

NAV$5.01

Returns Overview

1 Month
+0.57%
3 Months
+0.72%
6 Months
+7.52%
YTD
+7.29%
1 Year
+16.12%
3 Years (annualized)
+14.03%
5 Years (annualized)
+9.80%
10 Years (annualized)
+6.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVFIX 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
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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)
+7.29%
Peer Avg (YTD)
+8.71%
vs Peers
-1.43%

IVFIX Mutual Fund Performance

IVFIX performance across multiple time periods: 1-month 0.57%, YTD 7.29%, 1-year 16.12%, 3-year 14.03%, 5-year 9.80%, 10-year 6.93%.

IVFIX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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