IVSAX Mutual Fund

IVSAX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
-2.05%
3 Months
-3.22%
6 Months
-1.71%
YTD
-1.96%
1 Year
-1.57%
3 Years (annualized)
+0.67%
5 Years (annualized)
-2.60%
10 Years (annualized)
-0.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVSAX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
-1.96%
Peer Avg (YTD)
-1.59%
vs Peers
-0.38%

IVSAX Mutual Fund Performance

IVSAX performance across multiple time periods: 1-month -2.05%, YTD -1.96%, 1-year -1.57%, 3-year 0.67%, 5-year -2.60%, 10-year -0.47%.

IVSAX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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