IRVAX Mutual Fund

IRVAX Mutual Fund

NAV$32.23
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Returns Overview

1 Month
-2.48%
3 Months
+4.21%
6 Months
+18.55%
YTD
+18.94%
1 Year
+25.49%
3 Years (annualized)
+19.85%
5 Years (annualized)
+11.98%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRVAX 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 Top 200 Value(^RT200V)
This Mutual Fund (YTD)
+18.94%
Peer Avg (YTD)
+10.00%
vs Peers
+8.94%

IRVAX Mutual Fund Performance

IRVAX performance across multiple time periods: 1-month -2.48%, YTD 18.94%, 1-year 25.49%, 3-year 19.85%, 5-year 11.98%, 10-year 11.40%.

IRVAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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