IVRSX Mutual Fund

IVRSX Mutual Fund

NAV$30.35
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Returns Overview

1 Month
-5.28%
3 Months
-5.96%
6 Months
+5.68%
YTD
+10.29%
1 Year
+9.24%
3 Years (annualized)
+10.15%
5 Years (annualized)
+2.68%
10 Years (annualized)
+5.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVRSX 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
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+10.29%
Peer Avg (YTD)
+4.73%
vs Peers
+5.56%

IVRSX Mutual Fund Performance

IVRSX performance across multiple time periods: 1-month -5.28%, YTD 10.29%, 1-year 9.24%, 3-year 10.15%, 5-year 2.68%, 10-year 5.29%.

IVRSX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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