IVORX Mutual Fund

IVORX Mutual Fund

NAV$18.61
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Returns Overview

1 Month
+2.57%
3 Months
+6.99%
6 Months
+7.49%
YTD
+10.75%
1 Year
+12.85%
3 Years (annualized)
+10.98%
5 Years (annualized)
+6.80%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVORX 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)
+10.75%
Peer Avg (YTD)
+9.54%
vs Peers
+1.21%

IVORX Mutual Fund Performance

IVORX performance across multiple time periods: 1-month 2.57%, YTD 10.75%, 1-year 12.85%, 3-year 10.98%, 5-year 6.80%, 10-year 9.29%.

IVORX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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