IVOCX Mutual Fund

IVOCX Mutual Fund

NAV$17.83
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Returns Overview

1 Month
-6.32%
3 Months
-3.15%
6 Months
+5.15%
YTD
+4.26%
1 Year
+2.06%
3 Years (annualized)
+12.16%
5 Years (annualized)
+6.40%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVOCX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.26%
Peer Avg (YTD)
+6.72%
vs Peers
-2.46%

IVOCX Mutual Fund Performance

IVOCX performance across multiple time periods: 1-month -6.32%, YTD 4.26%, 1-year 2.06%, 3-year 12.16%, 5-year 6.40%, 10-year 9.12%.

IVOCX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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