IVCSX Mutual Fund

IVCSX Mutual Fund

NAV$15.34
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Returns Overview

1 Month
-4.40%
3 Months
-6.80%
6 Months
+14.97%
YTD
+10.21%
1 Year
+12.66%
3 Years (annualized)
+14.15%
5 Years (annualized)
+11.86%
10 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVCSX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+10.21%
Peer Avg (YTD)
+10.34%
vs Peers
-0.13%

IVCSX Mutual Fund Performance

IVCSX performance across multiple time periods: 1-month -4.40%, YTD 10.21%, 1-year 12.66%, 3-year 14.15%, 5-year 11.86%, 10-year 11.29%.

IVCSX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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