IVVYX Mutual Fund

NAV$25.04
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Returns Overview

1 Month
+3.14%
3 Months
+17.50%
6 Months
+9.75%
YTD
+8.47%
1 Year
+0.44%
3 Years (annualized)
+9.69%
5 Years (annualized)
+4.54%
10 Years (annualized)
+6.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVVYX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+8.47%
Peer Avg (YTD)
+9.13%
vs Peers
-0.66%

IVVYX Mutual Fund Performance

IVVYX performance across multiple time periods: 1-month 3.14%, YTD 8.47%, 1-year 0.44%, 3-year 9.69%, 5-year 4.54%, 10-year 6.87%.

IVVYX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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