IVKAX Mutual Fund

IVKAX Mutual Fund

NAV$20.70
See how much of IVKAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.00%
3 Months
+4.58%
6 Months
-2.88%
YTD
+13.84%
1 Year
+19.99%
3 Years (annualized)
+13.15%
5 Years (annualized)
+9.97%
10 Years (annualized)
+10.97%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.84%
Peer Avg (YTD)
+12.44%
vs Peers
+1.40%

IVKAX Mutual Fund Performance

IVKAX performance across multiple time periods: 1-month 1.00%, YTD 13.84%, 1-year 19.99%, 3-year 13.15%, 5-year 9.97%, 10-year 10.97%.

IVKAX returns outperform the peer average of 12.44% 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.