IVGAX Mutual Fund

IVGAX Mutual Fund

NAV$19.72
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Returns Overview

1 Month
+1.54%
3 Months
+4.70%
6 Months
+6.21%
YTD
+10.97%
1 Year
+18.22%
3 Years (annualized)
+12.51%
5 Years (annualized)
+8.01%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVGAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.97%
Peer Avg (YTD)
+12.44%
vs Peers
-1.47%

IVGAX Mutual Fund Performance

IVGAX performance across multiple time periods: 1-month 1.54%, YTD 10.97%, 1-year 18.22%, 3-year 12.51%, 5-year 8.01%, 10-year 10.76%.

IVGAX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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