IVOSX Mutual Fund

IVOSX Mutual Fund

NAV$17.88
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Returns Overview

1 Month
-6.22%
3 Months
-2.84%
6 Months
+5.73%
YTD
+5.16%
1 Year
+3.20%
3 Years (annualized)
+13.41%
5 Years (annualized)
+7.10%
10 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVOSX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.16%
Peer Avg (YTD)
+6.72%
vs Peers
-1.57%

IVOSX Mutual Fund Performance

IVOSX performance across multiple time periods: 1-month -6.22%, YTD 5.16%, 1-year 3.20%, 3-year 13.41%, 5-year 7.10%, 10-year 10.11%.

IVOSX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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