IVIFX Mutual Fund

IVIFX Mutual Fund

NAV$20.13
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Returns Overview

1 Month
-2.22%
3 Months
-1.99%
6 Months
+14.91%
YTD
+5.89%
1 Year
+21.30%
3 Years (annualized)
+18.34%
5 Years (annualized)
+9.43%
10 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVIFX 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)
+5.89%
Peer Avg (YTD)
+9.29%
vs Peers
-3.40%

IVIFX Mutual Fund Performance

IVIFX performance across multiple time periods: 1-month -2.22%, YTD 5.89%, 1-year 21.30%, 3-year 18.34%, 5-year 9.43%, 10-year 9.72%.

IVIFX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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