IOVFX Mutual Fund

IOVFX Mutual Fund

NAV$18.33
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Returns Overview

1 Month
-3.72%
3 Months
+5.70%
6 Months
+9.95%
YTD
+17.76%
1 Year
+30.67%
3 Years (annualized)
+26.50%
5 Years (annualized)
+14.46%
10 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOVFX 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
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+17.76%
Peer Avg (YTD)
+9.89%
vs Peers
+7.86%

IOVFX Mutual Fund Performance

IOVFX performance across multiple time periods: 1-month -3.72%, YTD 17.76%, 1-year 30.67%, 3-year 26.50%, 5-year 14.46%, 10-year 11.49%.

IOVFX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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