IVVVI Mutual Fund

IVVVI Mutual Fund

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Returns Overview

1 Month
+0.16%
3 Months
+4.71%
6 Months
+5.15%
YTD
+9.13%
1 Year
+21.94%
3 Years (annualized)
+8.40%
5 Years (annualized)
-3.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVVVI 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
MSCI All Country World Ex-USA Index
This Mutual Fund (YTD)
+9.13%
Peer Avg (YTD)
+8.67%
vs Peers
+0.46%

IVVVI Mutual Fund Performance

IVVVI performance across multiple time periods: 1-month 0.16%, YTD 9.13%, 1-year 21.94%, 3-year 8.40%, 5-year -3.94%.

IVVVI returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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