IVOAX Mutual Fund

IVOAX Mutual Fund

NAV$17.81
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Returns Overview

1 Month
+0.85%
3 Months
+5.81%
6 Months
+3.61%
YTD
+11.90%
1 Year
+10.01%
3 Years (annualized)
+13.00%
5 Years (annualized)
+6.74%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVOAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.90%
Peer Avg (YTD)
+9.89%
vs Peers
+2.01%

IVOAX Mutual Fund Performance

IVOAX performance across multiple time periods: 1-month 0.85%, YTD 11.90%, 1-year 10.01%, 3-year 13.00%, 5-year 6.74%, 10-year 9.70%.

IVOAX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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