IVPSX Mutual Fund

IVPSX Mutual Fund

NAV$15.05
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Returns Overview

1 Month
+1.30%
3 Months
-3.01%
6 Months
+3.92%
YTD
+11.42%
1 Year
+13.51%
3 Years (annualized)
+18.22%
5 Years (annualized)
+5.99%
10 Years (annualized)
+8.56%

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
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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)
+11.42%
Peer Avg (YTD)
+12.21%
vs Peers
-0.78%

IVPSX Mutual Fund Performance

IVPSX performance across multiple time periods: 1-month 1.30%, YTD 11.42%, 1-year 13.51%, 3-year 18.22%, 5-year 5.99%, 10-year 8.56%.

IVPSX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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