IVGSX Mutual Fund

IVGSX Mutual Fund

NAV$21.17
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Returns Overview

1 Month
-3.67%
3 Months
-0.11%
6 Months
+7.68%
YTD
+7.16%
1 Year
+13.18%
3 Years (annualized)
+13.03%
5 Years (annualized)
+8.47%
10 Years (annualized)
+12.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVGSX 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)
+7.16%
Peer Avg (YTD)
+10.00%
vs Peers
-2.84%

IVGSX Mutual Fund Performance

IVGSX performance across multiple time periods: 1-month -3.67%, YTD 7.16%, 1-year 13.18%, 3-year 13.03%, 5-year 8.47%, 10-year 12.31%.

IVGSX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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