IVGAX Mutual Fund

IVGAX Mutual Fund

NAV$20.62
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Returns Overview

1 Month
+2.09%
3 Months
+3.16%
6 Months
+6.60%
YTD
+9.28%
1 Year
+18.66%
3 Years (annualized)
+14.99%
5 Years (annualized)
+10.58%
10 Years (annualized)
+10.88%

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)
+9.28%
Peer Avg (YTD)
+11.41%
vs Peers
-2.13%

IVGAX Mutual Fund Performance

IVGAX performance across multiple time periods: 1-month 2.09%, YTD 9.28%, 1-year 18.66%, 3-year 14.99%, 5-year 10.58%, 10-year 10.88%.

IVGAX returns trail the peer average of 11.41% 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.