IVIPX Mutual Fund

IVIPX Mutual Fund

NAV$31.77
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Returns Overview

1 Month
-3.34%
3 Months
-1.30%
6 Months
+4.57%
YTD
+4.47%
1 Year
+8.76%
3 Years (annualized)
+10.29%
5 Years (annualized)
+5.66%
10 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVIPX 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)
+4.47%
Peer Avg (YTD)
+6.10%
vs Peers
-1.63%

IVIPX Mutual Fund Performance

IVIPX performance across multiple time periods: 1-month -3.34%, YTD 4.47%, 1-year 8.76%, 3-year 10.29%, 5-year 5.66%, 10-year 7.81%.

IVIPX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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