IVGIX Mutual Fund

IVGIX Mutual Fund

NAV$20.46
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Returns Overview

1 Month
-3.65%
3 Months
-0.02%
6 Months
+7.82%
YTD
+7.39%
1 Year
+13.51%
3 Years (annualized)
+17.48%
5 Years (annualized)
+11.10%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVGIX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+7.39%
Peer Avg (YTD)
+10.00%
vs Peers
-2.60%

IVGIX Mutual Fund Performance

IVGIX performance across multiple time periods: 1-month -3.65%, YTD 7.39%, 1-year 13.51%, 3-year 17.48%, 5-year 11.10%, 10-year 11.44%.

IVGIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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