IOVVX Mutual Fund

IOVVX Mutual Fund

NAV$35.78
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Returns Overview

1 Month
-4.07%
3 Months
+1.82%
6 Months
+10.05%
YTD
+8.29%
1 Year
+15.36%
3 Years (annualized)
+16.71%
5 Years (annualized)
+13.19%
10 Years (annualized)
+12.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IOVVX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.29%
Peer Avg (YTD)
+10.00%
vs Peers
-1.71%

IOVVX Mutual Fund Performance

IOVVX performance across multiple time periods: 1-month -4.07%, YTD 8.29%, 1-year 15.36%, 3-year 16.71%, 5-year 13.19%, 10-year 12.34%.

IOVVX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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