IVIFX Mutual Fund

NAV$21.12

Returns Overview

1 Month
+3.08%
3 Months
+17.24%
6 Months
+9.34%
YTD
+8.05%
1 Year
-1.40%
3 Years (annualized)
+8.46%
5 Years (annualized)
+3.54%
10 Years (annualized)
+5.96%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+8.05%
Peer Avg (YTD)
+9.13%
vs Peers
-1.08%

IVIFX Mutual Fund Performance

IVIFX performance across multiple time periods: 1-month 3.08%, YTD 8.05%, 1-year -1.40%, 3-year 8.46%, 5-year 3.54%, 10-year 5.96%.

IVIFX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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