IVIII Mutual Fund

IVIII Mutual Fund

See how much of IVIII you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.08%
3 Months
+4.10%
6 Months
+6.25%
YTD
+9.91%
1 Year
+19.12%
3 Years (annualized)
+18.89%
5 Years (annualized)
+12.44%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.91%
Peer Avg (YTD)
+6.23%
vs Peers
+3.68%

IVIII Mutual Fund Performance

IVIII performance across multiple time periods: 1-month -0.08%, YTD 9.91%, 1-year 19.12%, 3-year 18.89%, 5-year 12.44%, 10-year 14.61%.

IVIII returns outperform the peer average of 6.23% 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.