IVOCX Mutual Fund

IVOCX Mutual Fund

NAV$19.09
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Returns Overview

1 Month
+2.57%
3 Months
+6.87%
6 Months
+7.22%
YTD
+10.42%
1 Year
+12.29%
3 Years (annualized)
+10.42%
5 Years (annualized)
+6.74%
10 Years (annualized)
+9.04%

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
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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)
+10.42%
Peer Avg (YTD)
+9.54%
vs Peers
+0.88%

IVOCX Mutual Fund Performance

IVOCX performance across multiple time periods: 1-month 2.57%, YTD 10.42%, 1-year 12.29%, 3-year 10.42%, 5-year 6.74%, 10-year 9.04%.

IVOCX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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