IVSOX Mutual Fund

IVSOX Mutual Fund

NAV$25.75
See how much of IVSOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.20%
3 Months
-4.66%
6 Months
-2.37%
YTD
+6.61%
1 Year
+10.09%
3 Years (annualized)
+21.42%
5 Years (annualized)
+6.44%
10 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVSOX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+6.61%
Peer Avg (YTD)
+12.21%
vs Peers
-5.60%

IVSOX Mutual Fund Performance

IVSOX performance across multiple time periods: 1-month -1.20%, YTD 6.61%, 1-year 10.09%, 3-year 21.42%, 5-year 6.44%, 10-year 8.49%.

IVSOX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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