IIVAX Mutual Fund

IIVAX Mutual Fund

NAV$28.61
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Returns Overview

1 Month
-7.27%
3 Months
-3.57%
6 Months
+6.00%
YTD
+7.80%
1 Year
+11.23%
3 Years (annualized)
+13.33%
5 Years (annualized)
+8.01%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIVAX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+7.80%
Peer Avg (YTD)
+6.72%
vs Peers
+1.07%

IIVAX Mutual Fund Performance

IIVAX performance across multiple time periods: 1-month -7.27%, YTD 7.80%, 1-year 11.23%, 3-year 13.33%, 5-year 8.01%, 10-year 10.01%.

IIVAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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