IVOYX Mutual Fund

IVOYX Mutual Fund

NAV$17.91
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Returns Overview

1 Month
+0.84%
3 Months
+5.78%
6 Months
+3.59%
YTD
+11.87%
1 Year
+10.00%
3 Years (annualized)
+13.00%
5 Years (annualized)
+7.19%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVOYX 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)
+11.87%
Peer Avg (YTD)
+9.89%
vs Peers
+1.98%

IVOYX Mutual Fund Performance

IVOYX performance across multiple time periods: 1-month 0.84%, YTD 11.87%, 1-year 10.00%, 3-year 13.00%, 5-year 7.19%, 10-year 9.94%.

IVOYX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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