IVSOX Mutual Fund

IVSOX Mutual Fund

NAV$25.04
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Returns Overview

1 Month
-5.33%
3 Months
-13.32%
6 Months
+13.77%
YTD
+7.90%
1 Year
+15.42%
3 Years (annualized)
+18.62%
5 Years (annualized)
+12.04%
10 Years (annualized)
+15.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVSOX 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)
+7.90%
Peer Avg (YTD)
+10.34%
vs Peers
-2.44%

IVSOX Mutual Fund Performance

IVSOX performance across multiple time periods: 1-month -5.33%, YTD 7.90%, 1-year 15.42%, 3-year 18.62%, 5-year 12.04%, 10-year 15.58%.

IVSOX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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