IDVSX Mutual Fund

IDVSX Mutual Fund

NAV$26.90
See how much of IDVSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.37%
3 Months
-6.00%
6 Months
+5.36%
YTD
-4.09%
1 Year
-2.36%
3 Years (annualized)
+9.72%
5 Years (annualized)
-0.57%
10 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDVSX 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 All Country World ex USA Net Index
This Mutual Fund (YTD)
-4.09%
Peer Avg (YTD)
+8.68%
vs Peers
-12.77%

IDVSX Mutual Fund Performance

IDVSX performance across multiple time periods: 1-month -5.37%, YTD -4.09%, 1-year -2.36%, 3-year 9.72%, 5-year -0.57%, 10-year 9.64%.

IDVSX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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