IVGTX Mutual Fund

IVGTX Mutual Fund

NAV$7.49
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Returns Overview

1 Month
+6.07%
3 Months
+1.03%
6 Months
-3.10%
YTD
-5.21%
1 Year
-10.82%
3 Years (annualized)
+1.69%
5 Years (annualized)
+1.05%
10 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVGTX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-5.21%
Peer Avg (YTD)
+6.23%
vs Peers
-11.45%

IVGTX Mutual Fund Performance

IVGTX performance across multiple time periods: 1-month 6.07%, YTD -5.21%, 1-year -10.82%, 3-year 1.69%, 5-year 1.05%, 10-year 7.77%.

IVGTX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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