IVIAX Mutual Fund

IVIAX Mutual Fund

NAV$23.68
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Returns Overview

1 Month
-2.21%
3 Months
-1.86%
6 Months
+15.28%
YTD
+6.44%
1 Year
+9.32%
3 Years (annualized)
+14.17%
5 Years (annualized)
+6.92%
10 Years (annualized)
+7.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVIAX 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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+6.44%
Peer Avg (YTD)
+9.29%
vs Peers
-2.85%

IVIAX Mutual Fund Performance

IVIAX performance across multiple time periods: 1-month -2.21%, YTD 6.44%, 1-year 9.32%, 3-year 14.17%, 5-year 6.92%, 10-year 7.44%.

IVIAX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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