IVOCX Mutual Fund

NAV$19.20

Returns Overview

1 Month
+2.11%
3 Months
+8.56%
6 Months
+8.60%
YTD
+7.65%
1 Year
+11.39%
3 Years (annualized)
+10.37%
5 Years (annualized)
+6.54%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVOCX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+7.65%
Peer Avg (YTD)
+10.82%
vs Peers
-3.17%

IVOCX Mutual Fund Performance

IVOCX performance across multiple time periods: 1-month 2.11%, YTD 7.65%, 1-year 11.39%, 3-year 10.37%, 5-year 6.54%, 10-year 9.16%.

IVOCX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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