IVPOX Mutual Fund

IVPOX Mutual Fund

NAV$22.36
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Returns Overview

1 Month
-10.17%
3 Months
+2.31%
6 Months
+7.11%
YTD
+13.79%
1 Year
+32.57%
3 Years (annualized)
+16.94%
5 Years (annualized)
+7.20%
10 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVPOX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.79%
Peer Avg (YTD)
+15.31%
vs Peers
-1.52%

IVPOX Mutual Fund Performance

IVPOX performance across multiple time periods: 1-month -10.17%, YTD 13.79%, 1-year 32.57%, 3-year 16.94%, 5-year 7.20%, 10-year 9.49%.

IVPOX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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