IVGSX Mutual Fund

IVGSX Mutual Fund

NAV$21.54
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Returns Overview

1 Month
+2.10%
3 Months
+3.26%
6 Months
+6.78%
YTD
+9.54%
1 Year
+19.12%
3 Years (annualized)
+15.38%
5 Years (annualized)
+10.97%
10 Years (annualized)
+11.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVGSX 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)
+9.54%
Peer Avg (YTD)
+11.41%
vs Peers
-1.88%

IVGSX Mutual Fund Performance

IVGSX performance across multiple time periods: 1-month 2.10%, YTD 9.54%, 1-year 19.12%, 3-year 15.38%, 5-year 10.97%, 10-year 11.27%.

IVGSX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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