IVIYX Mutual Fund

IVIYX Mutual Fund

NAV$39.84
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Returns Overview

1 Month
-1.19%
3 Months
-3.65%
6 Months
+0.32%
YTD
+4.77%
1 Year
+14.75%
3 Years (annualized)
+24.62%
5 Years (annualized)
+21.11%
10 Years (annualized)
+21.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVIYX 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%

IVIYX Mutual Fund Performance

IVIYX performance across multiple time periods: 1-month -1.19%, YTD 4.77%, 1-year 14.75%, 3-year 24.62%, 5-year 21.11%, 10-year 21.02%.

IVIYX 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.

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