IVPOX Mutual Fund

IVPOX Mutual Fund

NAV$21.72
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Returns Overview

1 Month
-1.24%
3 Months
-4.76%
6 Months
-2.56%
YTD
+6.38%
1 Year
+9.74%
3 Years (annualized)
+21.05%
5 Years (annualized)
+6.14%
10 Years (annualized)
+8.13%

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)
+6.38%
Peer Avg (YTD)
+12.21%
vs Peers
-5.83%

IVPOX Mutual Fund Performance

IVPOX performance across multiple time periods: 1-month -1.24%, YTD 6.38%, 1-year 9.74%, 3-year 21.05%, 5-year 6.14%, 10-year 8.13%.

IVPOX returns trail the peer average of 12.21% 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.