IVITX Mutual Fund

IVITX Mutual Fund

NAV$21.19
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Returns Overview

1 Month
+1.59%
3 Months
+4.77%
6 Months
+6.35%
YTD
+11.16%
1 Year
+18.49%
3 Years (annualized)
+12.84%
5 Years (annualized)
+8.29%
10 Years (annualized)
+10.86%

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)
+11.16%
Peer Avg (YTD)
+12.44%
vs Peers
-1.28%

IVITX Mutual Fund Performance

IVITX performance across multiple time periods: 1-month 1.59%, YTD 11.16%, 1-year 18.49%, 3-year 12.84%, 5-year 8.29%, 10-year 10.86%.

IVITX returns trail the peer average of 12.44% 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.