IVIII Mutual Fund

Returns Overview

1 Month
-0.99%
3 Months
+15.08%
6 Months
+9.99%
YTD
+9.76%
1 Year
+14.10%
3 Years (annualized)
+15.40%
5 Years (annualized)
+7.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVIII 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
PROUpgrade to run

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.76%
Peer Avg (YTD)
+8.97%
vs Peers
+0.79%

IVIII Mutual Fund Performance

IVIII performance across multiple time periods: 1-month -0.99%, YTD 9.76%, 1-year 14.10%, 3-year 15.40%, 5-year 7.09%.

IVIII returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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