IVNCX Mutual Fund

NAV$22.81

Returns Overview

1 Month
+0.77%
3 Months
+13.89%
6 Months
+8.83%
YTD
+8.15%
1 Year
+13.82%
3 Years (annualized)
+13.21%
5 Years (annualized)
+17.92%
10 Years (annualized)
+19.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVNCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.15%
Peer Avg (YTD)
+8.97%
vs Peers
-0.82%

IVNCX Mutual Fund Performance

IVNCX performance across multiple time periods: 1-month 0.77%, YTD 8.15%, 1-year 13.82%, 3-year 13.21%, 5-year 17.92%, 10-year 19.10%.

IVNCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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