IVIFX Mutual Fund

IVIFX Mutual Fund

NAV$21.34
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Returns Overview

1 Month
-1.90%
3 Months
+4.87%
6 Months
+3.45%
YTD
+7.26%
1 Year
+12.78%
3 Years (annualized)
+11.09%
5 Years (annualized)
+5.97%
10 Years (annualized)
+6.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVIFX 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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+7.26%
Peer Avg (YTD)
+9.42%
vs Peers
-2.16%

IVIFX Mutual Fund Performance

IVIFX performance across multiple time periods: 1-month -1.90%, YTD 7.26%, 1-year 12.78%, 3-year 11.09%, 5-year 5.97%, 10-year 6.67%.

IVIFX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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