IVAEX Mutual Fund

IVAEX Mutual Fund

NAV$23.83
See how much of IVAEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.82%
3 Months
-1.82%
6 Months
+6.93%
YTD
+4.15%
1 Year
+6.81%
3 Years (annualized)
+15.19%
5 Years (annualized)
+7.95%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVAEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.15%
Peer Avg (YTD)
+4.96%
vs Peers
-0.81%

IVAEX Mutual Fund Performance

IVAEX performance across multiple time periods: 1-month -2.82%, YTD 4.15%, 1-year 6.81%, 3-year 15.19%, 5-year 7.95%, 10-year 9.70%.

IVAEX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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