IRVSX Mutual Fund

IRVSX Mutual Fund

NAV$32.99
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Returns Overview

1 Month
-2.48%
3 Months
+4.24%
6 Months
+18.69%
YTD
+19.15%
1 Year
+25.80%
3 Years (annualized)
+20.15%
5 Years (annualized)
+12.26%
10 Years (annualized)
+11.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRVSX 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)
+19.15%
Peer Avg (YTD)
+10.00%
vs Peers
+9.16%

IRVSX Mutual Fund Performance

IRVSX performance across multiple time periods: 1-month -2.48%, YTD 19.15%, 1-year 25.80%, 3-year 20.15%, 5-year 12.26%, 10-year 11.67%.

IRVSX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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