IVPSX Mutual Fund

IVPSX Mutual Fund

NAV$14.75
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Returns Overview

1 Month
-4.44%
3 Months
-6.87%
6 Months
+14.79%
YTD
+10.00%
1 Year
+12.38%
3 Years (annualized)
+14.56%
5 Years (annualized)
+6.71%
10 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVPSX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+10.00%
Peer Avg (YTD)
+10.34%
vs Peers
-0.35%

IVPSX Mutual Fund Performance

IVPSX performance across multiple time periods: 1-month -4.44%, YTD 10.00%, 1-year 12.38%, 3-year 14.56%, 5-year 6.71%, 10-year 8.56%.

IVPSX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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