IVIPX Mutual Fund

NAV$32.80

Returns Overview

1 Month
+0.74%
3 Months
+5.95%
6 Months
+6.45%
YTD
+5.85%
1 Year
+14.01%
3 Years (annualized)
+9.69%
5 Years (annualized)
+5.59%
10 Years (annualized)
+8.14%

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
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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.85%
Peer Avg (YTD)
+6.73%
vs Peers
-0.88%

IVIPX Mutual Fund Performance

IVIPX performance across multiple time periods: 1-month 0.74%, YTD 5.85%, 1-year 14.01%, 3-year 9.69%, 5-year 5.59%, 10-year 8.14%.

IVIPX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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