IVITX Mutual Fund

IVITX Mutual Fund

NAV$21.93
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Returns Overview

1 Month
+2.08%
3 Months
+3.22%
6 Months
+6.67%
YTD
+9.42%
1 Year
+18.92%
3 Years (annualized)
+15.22%
5 Years (annualized)
+10.80%
10 Years (annualized)
+10.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVITX 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)
+9.42%
Peer Avg (YTD)
+11.41%
vs Peers
-2.00%

IVITX Mutual Fund Performance

IVITX performance across multiple time periods: 1-month 2.08%, YTD 9.42%, 1-year 18.92%, 3-year 15.22%, 5-year 10.80%, 10-year 10.96%.

IVITX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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