IVSAX Mutual Fund

IVSAX Mutual Fund

NAV$8.87
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Returns Overview

1 Month
-0.22%
3 Months
-1.63%
6 Months
-2.99%
YTD
-0.02%
1 Year
+1.12%
3 Years (annualized)
+0.67%
5 Years (annualized)
-2.60%
10 Years (annualized)
-0.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVSAX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
-0.02%
Peer Avg (YTD)
+0.20%
vs Peers
-0.22%

IVSAX Mutual Fund Performance

IVSAX performance across multiple time periods: 1-month -0.22%, YTD -0.02%, 1-year 1.12%, 3-year 0.67%, 5-year -2.60%, 10-year -0.47%.

IVSAX returns trail the peer average of 0.20% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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