IVIII Mutual Fund

IVIII Mutual Fund

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Returns Overview

1 Month
+2.68%
3 Months
+1.59%
6 Months
+9.96%
YTD
+12.86%
1 Year
+19.92%
3 Years (annualized)
+15.32%
5 Years (annualized)
+6.46%
10 Years (annualized)
+14.61%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.86%
Peer Avg (YTD)
+8.51%
vs Peers
+4.35%

IVIII Mutual Fund Performance

IVIII performance across multiple time periods: 1-month 2.68%, YTD 12.86%, 1-year 19.92%, 3-year 15.32%, 5-year 6.46%, 10-year 14.61%.

IVIII returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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