IVSCX Mutual Fund

IVSCX Mutual Fund

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Returns Overview

1 Month
-1.20%
3 Months
-0.17%
6 Months
-0.60%
YTD
-0.29%
1 Year
+1.25%
3 Years (annualized)
+3.24%
5 Years (annualized)
-0.15%
10 Years (annualized)
+1.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVSCX 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)
-0.29%
Peer Avg (YTD)
+0.25%
vs Peers
-0.54%

IVSCX Mutual Fund Performance

IVSCX performance across multiple time periods: 1-month -1.20%, YTD -0.29%, 1-year 1.25%, 3-year 3.24%, 5-year -0.15%, 10-year 1.65%.

IVSCX returns trail the peer average of 0.25% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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