IVNQX Mutual Fund

NAV$59.91

Returns Overview

1 Month
-0.13%
3 Months
+27.63%
6 Months
+20.12%
YTD
+20.33%
1 Year
+33.98%
3 Years (annualized)
+26.45%
5 Years (annualized)
+16.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVNQX 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
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
+20.33%
Peer Avg (YTD)
+8.97%
vs Peers
+11.36%

IVNQX Mutual Fund Performance

IVNQX performance across multiple time periods: 1-month -0.13%, YTD 20.33%, 1-year 33.98%, 3-year 26.45%, 5-year 16.37%.

IVNQX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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