IVEIX Mutual Fund

IVEIX Mutual Fund

NAV$12.69
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Returns Overview

1 Month
-6.44%
3 Months
-4.44%
6 Months
-3.48%
YTD
+8.33%
1 Year
+18.51%
3 Years (annualized)
+12.24%
5 Years (annualized)
+17.33%
10 Years (annualized)
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVEIX 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
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📉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
MSCI ACWI Investable Markets Index
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+19.29%
vs Peers
-10.96%

IVEIX Mutual Fund Performance

IVEIX performance across multiple time periods: 1-month -6.44%, YTD 8.33%, 1-year 18.51%, 3-year 12.24%, 5-year 17.33%, 10-year 1.43%.

IVEIX returns trail the peer average of 19.29% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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