IVFAX Mutual Fund

IVFAX Mutual Fund

NAV$4.80
See how much of IVFAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.69%
3 Months
-1.73%
6 Months
-0.88%
YTD
+5.32%
1 Year
+10.79%
3 Years (annualized)
+15.45%
5 Years (annualized)
+9.60%
10 Years (annualized)
+6.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVFAX 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 World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+5.32%
Peer Avg (YTD)
+9.89%
vs Peers
-4.58%

IVFAX Mutual Fund Performance

IVFAX performance across multiple time periods: 1-month -4.69%, YTD 5.32%, 1-year 10.79%, 3-year 15.45%, 5-year 9.60%, 10-year 6.99%.

IVFAX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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