IVOAX Mutual Fund

IVOAX Mutual Fund

NAV$18.29
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Returns Overview

1 Month
+2.62%
3 Months
+7.05%
6 Months
+7.62%
YTD
+10.95%
1 Year
+13.18%
3 Years (annualized)
+11.26%
5 Years (annualized)
+7.10%
10 Years (annualized)
+9.62%

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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+10.95%
Peer Avg (YTD)
+9.54%
vs Peers
+1.41%

IVOAX Mutual Fund Performance

IVOAX performance across multiple time periods: 1-month 2.62%, YTD 10.95%, 1-year 13.18%, 3-year 11.26%, 5-year 7.10%, 10-year 9.62%.

IVOAX returns outperform the peer average of 9.54% 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.