IVINX Mutual Fund

IVINX Mutual Fund

NAV$40.30
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Returns Overview

1 Month
-1.18%
3 Months
-3.65%
6 Months
+0.32%
YTD
+4.77%
1 Year
+6.09%
3 Years (annualized)
+17.74%
5 Years (annualized)
+7.59%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVINX 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 Index(MSEUACWF)
This Mutual Fund (YTD)
+4.77%
Peer Avg (YTD)
+5.23%
vs Peers
-0.46%

IVINX Mutual Fund Performance

IVINX performance across multiple time periods: 1-month -1.18%, YTD 4.77%, 1-year 6.09%, 3-year 17.74%, 5-year 7.59%, 10-year 11.48%.

IVINX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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