IVPSX Mutual Fund

NAV$15.47

Returns Overview

1 Month
+6.22%
3 Months
+23.26%
6 Months
+18.54%
YTD
+18.12%
1 Year
+33.31%
3 Years (annualized)
+16.32%
5 Years (annualized)
+12.68%
10 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVPSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.12%
Peer Avg (YTD)
+18.52%
vs Peers
-0.41%

IVPSX Mutual Fund Performance

IVPSX performance across multiple time periods: 1-month 6.22%, YTD 18.12%, 1-year 33.31%, 3-year 16.32%, 5-year 12.68%, 10-year 12.37%.

IVPSX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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