IVKSX Mutual Fund

IVKSX Mutual Fund

NAV$21.24
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Returns Overview

1 Month
+1.03%
3 Months
+4.67%
6 Months
+8.34%
YTD
+13.22%
1 Year
+20.29%
3 Years (annualized)
+13.99%
5 Years (annualized)
+10.58%
10 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVKSX 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)
+13.22%
Peer Avg (YTD)
+12.44%
vs Peers
+0.78%

IVKSX Mutual Fund Performance

IVKSX performance across multiple time periods: 1-month 1.03%, YTD 13.22%, 1-year 20.29%, 3-year 13.99%, 5-year 10.58%, 10-year 11.99%.

IVKSX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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