IVFCX Mutual Fund

IVFCX Mutual Fund

NAV$4.74
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Returns Overview

1 Month
-4.81%
3 Months
-1.75%
6 Months
-1.30%
YTD
+4.51%
1 Year
+9.77%
3 Years (annualized)
+14.59%
5 Years (annualized)
+8.80%
10 Years (annualized)
+6.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVFCX 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
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+4.51%
Peer Avg (YTD)
+9.89%
vs Peers
-5.38%

IVFCX Mutual Fund Performance

IVFCX performance across multiple time periods: 1-month -4.81%, YTD 4.51%, 1-year 9.77%, 3-year 14.59%, 5-year 8.80%, 10-year 6.21%.

IVFCX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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