IVFIX Mutual Fund

IVFIX Mutual Fund

NAV$4.81
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Returns Overview

1 Month
-4.85%
3 Months
-1.66%
6 Months
-0.95%
YTD
+5.50%
1 Year
+11.04%
3 Years (annualized)
+15.77%
5 Years (annualized)
+9.89%
10 Years (annualized)
+7.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVFIX 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 World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+5.50%
Peer Avg (YTD)
+9.89%
vs Peers
-4.39%

IVFIX Mutual Fund Performance

IVFIX performance across multiple time periods: 1-month -4.85%, YTD 5.50%, 1-year 11.04%, 3-year 15.77%, 5-year 9.89%, 10-year 7.29%.

IVFIX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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