IVIPX Mutual Fund

IVIPX Mutual Fund

NAV$32.56
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Returns Overview

1 Month
+1.06%
3 Months
+2.18%
6 Months
+4.84%
YTD
+6.97%
1 Year
+14.28%
3 Years (annualized)
+11.72%
5 Years (annualized)
+7.27%
10 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVIPX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.97%
Peer Avg (YTD)
+6.57%
vs Peers
+0.40%

IVIPX Mutual Fund Performance

IVIPX performance across multiple time periods: 1-month 1.06%, YTD 6.97%, 1-year 14.28%, 3-year 11.72%, 5-year 7.27%, 10-year 8.67%.

IVIPX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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