IVORX Mutual Fund

IVORX Mutual Fund

NAV$17.80
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Returns Overview

1 Month
+0.85%
3 Months
+5.69%
6 Months
+3.47%
YTD
+11.70%
1 Year
+9.74%
3 Years (annualized)
+12.72%
5 Years (annualized)
+6.45%
10 Years (annualized)
+9.37%

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 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.70%
Peer Avg (YTD)
+9.89%
vs Peers
+1.81%

IVORX Mutual Fund Performance

IVORX performance across multiple time periods: 1-month 0.85%, YTD 11.70%, 1-year 9.74%, 3-year 12.72%, 5-year 6.45%, 10-year 9.37%.

IVORX returns outperform the peer average of 9.89% 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.