IVSYX Mutual Fund

IVSYX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
-2.04%
3 Months
-3.11%
6 Months
-1.71%
YTD
-1.85%
1 Year
-1.46%
3 Years (annualized)
+3.94%
5 Years (annualized)
+0.50%
10 Years (annualized)
+2.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVSYX 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)
-1.85%
Peer Avg (YTD)
-1.59%
vs Peers
-0.27%

IVSYX Mutual Fund Performance

IVSYX performance across multiple time periods: 1-month -2.04%, YTD -1.85%, 1-year -1.46%, 3-year 3.94%, 5-year 0.50%, 10-year 2.35%.

IVSYX 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.

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