IVOSX Mutual Fund

IVOSX Mutual Fund

NAV$19.00
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Returns Overview

1 Month
+2.67%
3 Months
+7.13%
6 Months
+7.79%
YTD
+11.13%
1 Year
+13.55%
3 Years (annualized)
+11.66%
5 Years (annualized)
+7.45%
10 Years (annualized)
+10.03%

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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+11.13%
Peer Avg (YTD)
+9.54%
vs Peers
+1.59%

IVOSX Mutual Fund Performance

IVOSX performance across multiple time periods: 1-month 2.67%, YTD 11.13%, 1-year 13.55%, 3-year 11.66%, 5-year 7.45%, 10-year 10.03%.

IVOSX returns outperform the peer average of 9.54% 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.