IVKAX Mutual Fund

IVKAX Mutual Fund

NAV$21.20
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Returns Overview

1 Month
+1.87%
3 Months
+5.26%
6 Months
+9.54%
YTD
+11.90%
1 Year
+22.50%
3 Years (annualized)
+15.61%
5 Years (annualized)
+12.71%
10 Years (annualized)
+12.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVKAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.90%
Peer Avg (YTD)
+11.41%
vs Peers
+0.48%

IVKAX Mutual Fund Performance

IVKAX performance across multiple time periods: 1-month 1.87%, YTD 11.90%, 1-year 22.50%, 3-year 15.61%, 5-year 12.71%, 10-year 12.38%.

IVKAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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