IVGAX Mutual Fund

IVGAX Mutual Fund

NAV$20.79
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Returns Overview

1 Month
+1.00%
3 Months
+7.64%
6 Months
+7.97%
YTD
+7.05%
1 Year
+17.40%
3 Years (annualized)
+11.37%
5 Years (annualized)
+7.74%
10 Years (annualized)
+11.05%

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)
+7.05%
Peer Avg (YTD)
+9.49%
vs Peers
-2.44%

IVGAX Mutual Fund Performance

IVGAX performance across multiple time periods: 1-month 1.00%, YTD 7.05%, 1-year 17.40%, 3-year 11.37%, 5-year 7.74%, 10-year 11.05%.

IVGAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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