IVVIX Mutual Fund

IVVIX Mutual Fund

NAV$23.97
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Returns Overview

1 Month
-0.08%
3 Months
+2.17%
6 Months
+9.45%
YTD
+16.83%
1 Year
+22.81%
3 Years (annualized)
+16.09%
5 Years (annualized)
+8.35%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVVIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+16.83%
Peer Avg (YTD)
+9.89%
vs Peers
+6.94%

IVVIX Mutual Fund Performance

IVVIX performance across multiple time periods: 1-month -0.08%, YTD 16.83%, 1-year 22.81%, 3-year 16.09%, 5-year 8.35%, 10-year 10.14%.

IVVIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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