IVIYX Mutual Fund

IVIYX Mutual Fund

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Returns Overview

1 Month
-2.88%
3 Months
-2.31%
6 Months
+11.47%
YTD
+6.04%
1 Year
+8.06%
3 Years (annualized)
+15.15%
5 Years (annualized)
+15.70%
10 Years (annualized)
+15.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVIYX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.04%
Peer Avg (YTD)
+8.68%
vs Peers
-2.64%

IVIYX Mutual Fund Performance

IVIYX performance across multiple time periods: 1-month -2.88%, YTD 6.04%, 1-year 8.06%, 3-year 15.15%, 5-year 15.70%, 10-year 15.88%.

IVIYX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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