IVRSX Mutual Fund

IVRSX Mutual Fund

NAV$30.13
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Returns Overview

1 Month
-2.81%
3 Months
+2.51%
6 Months
+5.26%
YTD
+16.44%
1 Year
+15.66%
3 Years (annualized)
+10.15%
5 Years (annualized)
+2.68%
10 Years (annualized)
+5.29%

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
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
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+16.44%
Peer Avg (YTD)
+9.10%
vs Peers
+7.35%

IVRSX Mutual Fund Performance

IVRSX performance across multiple time periods: 1-month -2.81%, YTD 16.44%, 1-year 15.66%, 3-year 10.15%, 5-year 2.68%, 10-year 5.29%.

IVRSX returns outperform the peer average of 9.10% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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