IVGTX Mutual Fund

IVGTX Mutual Fund

NAV$7.70
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Returns Overview

1 Month
+1.20%
3 Months
+4.47%
6 Months
-0.27%
YTD
-4.08%
1 Year
-9.95%
3 Years (annualized)
-0.93%
5 Years (annualized)
-0.82%
10 Years (annualized)
+6.76%

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)
-4.08%
Peer Avg (YTD)
+8.51%
vs Peers
-12.59%

IVGTX Mutual Fund Performance

IVGTX performance across multiple time periods: 1-month 1.20%, YTD -4.08%, 1-year -9.95%, 3-year -0.93%, 5-year -0.82%, 10-year 6.76%.

IVGTX returns trail the peer average of 8.51% 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.