IVKSX Mutual Fund

IVKSX Mutual Fund

NAV$21.77
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Returns Overview

1 Month
+1.69%
3 Months
+10.83%
6 Months
+10.83%
YTD
+10.00%
1 Year
+20.78%
3 Years (annualized)
+13.50%
5 Years (annualized)
+10.36%
10 Years (annualized)
+12.39%

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)
+10.00%
Peer Avg (YTD)
+9.49%
vs Peers
+0.51%

IVKSX Mutual Fund Performance

IVKSX performance across multiple time periods: 1-month 1.69%, YTD 10.00%, 1-year 20.78%, 3-year 13.50%, 5-year 10.36%, 10-year 12.39%.

IVKSX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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