IVOIX Mutual Fund

IVOIX Mutual Fund

NAV$19.41
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+2.24%
3 Months
+8.86%
6 Months
+9.13%
YTD
+8.24%
1 Year
+12.53%
3 Years (annualized)
+11.48%
5 Years (annualized)
+7.18%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVOIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+8.24%
Peer Avg (YTD)
+10.82%
vs Peers
-2.57%

IVOIX Mutual Fund Performance

IVOIX performance across multiple time periods: 1-month 2.24%, YTD 8.24%, 1-year 12.53%, 3-year 11.48%, 5-year 7.18%, 10-year 10.10%.

IVOIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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