IVVYX Mutual Fund

IVVYX Mutual Fund

NAV$25.07
See how much of IVVYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.88%
3 Months
+5.01%
6 Months
+3.81%
YTD
+7.69%
1 Year
+13.59%
3 Years (annualized)
+11.90%
5 Years (annualized)
+6.76%
10 Years (annualized)
+7.47%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+7.69%
Peer Avg (YTD)
+9.42%
vs Peers
-1.73%

IVVYX Mutual Fund Performance

IVVYX performance across multiple time periods: 1-month -1.88%, YTD 7.69%, 1-year 13.59%, 3-year 11.90%, 5-year 6.76%, 10-year 7.47%.

IVVYX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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