IVOSX Mutual Fund

IVOSX Mutual Fund

NAV$17.79
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Returns Overview

1 Month
+0.90%
3 Months
+5.89%
6 Months
+3.78%
YTD
+12.13%
1 Year
+10.38%
3 Years (annualized)
+13.41%
5 Years (annualized)
+7.10%
10 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVOSX 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)
+12.13%
Peer Avg (YTD)
+9.89%
vs Peers
+2.24%

IVOSX Mutual Fund Performance

IVOSX performance across multiple time periods: 1-month 0.90%, YTD 12.13%, 1-year 10.38%, 3-year 13.41%, 5-year 7.10%, 10-year 10.11%.

IVOSX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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