IDIVX Mutual Fund

IDIVX Mutual Fund

NAV$23.30
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Returns Overview

1 Month
-3.97%
3 Months
-1.24%
6 Months
+8.93%
YTD
+14.81%
1 Year
+18.86%
3 Years (annualized)
+21.67%
5 Years (annualized)
+14.92%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDIVX 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
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🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.81%
Peer Avg (YTD)
+10.00%
vs Peers
+4.81%

IDIVX Mutual Fund Performance

IDIVX performance across multiple time periods: 1-month -3.97%, YTD 14.81%, 1-year 18.86%, 3-year 21.67%, 5-year 14.92%, 10-year 11.76%.

IDIVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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