IIVGX Mutual Fund

IIVGX Mutual Fund

NAV$24.90
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Returns Overview

1 Month
-0.53%
3 Months
+0.66%
6 Months
+18.54%
YTD
+9.07%
1 Year
+15.58%
3 Years (annualized)
+20.34%
5 Years (annualized)
+12.87%
10 Years (annualized)
+15.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIVGX 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)
+9.07%
Peer Avg (YTD)
+9.98%
vs Peers
-0.91%

IIVGX Mutual Fund Performance

IIVGX performance across multiple time periods: 1-month -0.53%, YTD 9.07%, 1-year 15.58%, 3-year 20.34%, 5-year 12.87%, 10-year 15.10%.

IIVGX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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