IVOYX Mutual Fund

NAV$19.51
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Returns Overview

1 Month
+2.23%
3 Months
+8.81%
6 Months
+9.01%
YTD
+8.12%
1 Year
+12.25%
3 Years (annualized)
+11.22%
5 Years (annualized)
+7.34%
10 Years (annualized)
+9.98%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+8.12%
Peer Avg (YTD)
+10.82%
vs Peers
-2.69%

IVOYX Mutual Fund Performance

IVOYX performance across multiple time periods: 1-month 2.23%, YTD 8.12%, 1-year 12.25%, 3-year 11.22%, 5-year 7.34%, 10-year 9.98%.

IVOYX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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