IVKIX Mutual Fund

IVKIX Mutual Fund

NAV$21.47
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Returns Overview

1 Month
-3.64%
3 Months
-0.78%
6 Months
-0.96%
YTD
-1.61%
1 Year
+15.04%
3 Years (annualized)
+13.78%
5 Years (annualized)
+10.57%
10 Years (annualized)
+11.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVKIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.61%
Peer Avg (YTD)
+10.00%
vs Peers
-11.61%

IVKIX Mutual Fund Performance

IVKIX performance across multiple time periods: 1-month -3.64%, YTD -1.61%, 1-year 15.04%, 3-year 13.78%, 5-year 10.57%, 10-year 11.55%.

IVKIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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