IVOIX Mutual Fund

IVOIX Mutual Fund

NAV$17.89
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Returns Overview

1 Month
-6.24%
3 Months
-2.92%
6 Months
+5.68%
YTD
+5.08%
1 Year
+3.09%
3 Years (annualized)
+13.29%
5 Years (annualized)
+7.03%
10 Years (annualized)
+10.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVOIX 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)
+5.08%
Peer Avg (YTD)
+6.72%
vs Peers
-1.64%

IVOIX Mutual Fund Performance

IVOIX performance across multiple time periods: 1-month -6.24%, YTD 5.08%, 1-year 3.09%, 3-year 13.29%, 5-year 7.03%, 10-year 10.05%.

IVOIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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