IVNCX Mutual Fund

IVNCX Mutual Fund

NAV$21.66
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Returns Overview

1 Month
-2.95%
3 Months
-2.51%
6 Months
+11.03%
YTD
+5.43%
1 Year
+7.21%
3 Years (annualized)
+12.98%
5 Years (annualized)
+17.42%
10 Years (annualized)
+18.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVNCX 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 Index(MSEUACWF)
This Mutual Fund (YTD)
+5.43%
Peer Avg (YTD)
+8.68%
vs Peers
-3.25%

IVNCX Mutual Fund Performance

IVNCX performance across multiple time periods: 1-month -2.95%, YTD 5.43%, 1-year 7.21%, 3-year 12.98%, 5-year 17.42%, 10-year 18.71%.

IVNCX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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