IVVVI Mutual Fund

IVVVI Mutual Fund

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Returns Overview

1 Month
+2.53%
3 Months
+2.20%
6 Months
+4.25%
YTD
+11.89%
1 Year
+20.61%
3 Years (annualized)
+10.65%
5 Years (annualized)
-3.87%

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)
+11.89%
Peer Avg (YTD)
+9.98%
vs Peers
+1.91%

IVVVI Mutual Fund Performance

IVVVI performance across multiple time periods: 1-month 2.53%, YTD 11.89%, 1-year 20.61%, 3-year 10.65%, 5-year -3.87%.

IVVVI returns outperform the peer average of 9.98% 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.