IVOAX Mutual Fund

IVOAX Mutual Fund

NAV$18.50
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Returns Overview

1 Month
+5.10%
3 Months
-0.64%
6 Months
+6.37%
YTD
+10.24%
1 Year
+11.22%
3 Years (annualized)
+15.47%
5 Years (annualized)
+6.46%
10 Years (annualized)
+9.95%

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)
+10.24%
Peer Avg (YTD)
+8.01%
vs Peers
+2.24%

IVOAX Mutual Fund Performance

IVOAX performance across multiple time periods: 1-month 5.10%, YTD 10.24%, 1-year 11.22%, 3-year 15.47%, 5-year 6.46%, 10-year 9.95%.

IVOAX returns outperform the peer average of 8.01% 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.