IVRSX Mutual Fund

NAV$32.52
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Returns Overview

1 Month
+3.25%
3 Months
+12.38%
6 Months
+17.58%
YTD
+17.29%
1 Year
+19.63%
3 Years (annualized)
+9.74%
5 Years (annualized)
+4.42%
10 Years (annualized)
+5.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVRSX 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
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📉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
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+17.29%
Peer Avg (YTD)
+11.24%
vs Peers
+6.04%

IVRSX Mutual Fund Performance

IVRSX performance across multiple time periods: 1-month 3.25%, YTD 17.29%, 1-year 19.63%, 3-year 9.74%, 5-year 4.42%, 10-year 5.19%.

IVRSX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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