IVNQX Mutual Fund

IVNQX Mutual Fund

NAV$63.36
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Returns Overview

1 Month
+4.21%
3 Months
-2.81%
6 Months
+18.22%
YTD
+17.10%
1 Year
+26.19%
3 Years (annualized)
+24.41%
5 Years (annualized)
+14.17%

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
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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
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
+17.10%
Peer Avg (YTD)
+8.51%
vs Peers
+8.59%

IVNQX Mutual Fund Performance

IVNQX performance across multiple time periods: 1-month 4.21%, YTD 17.10%, 1-year 26.19%, 3-year 24.41%, 5-year 14.17%.

IVNQX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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