IVVVI Mutual Fund

Returns Overview

1 Month
-0.47%
3 Months
+12.15%
6 Months
+10.38%
YTD
+8.96%
1 Year
+16.81%
3 Years (annualized)
+9.56%
5 Years (annualized)
-4.84%

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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI All Country World Ex-USA Index
This Mutual Fund (YTD)
+8.96%
Peer Avg (YTD)
+9.16%
vs Peers
-0.20%

IVVVI Mutual Fund Performance

IVVVI performance across multiple time periods: 1-month -0.47%, YTD 8.96%, 1-year 16.81%, 3-year 9.56%, 5-year -4.84%.

IVVVI returns trail the peer average of 9.16% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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