IVVVI Mutual Fund

IVVVI Mutual Fund

See how much of IVVVI you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.92%
3 Months
+0.71%
6 Months
+12.94%
YTD
+9.73%
1 Year
+14.06%
3 Years (annualized)
+10.65%
5 Years (annualized)
-3.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVVVI 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Ex-USA Index
This Mutual Fund (YTD)
+9.73%
Peer Avg (YTD)
+7.86%
vs Peers
+1.87%

IVVVI Mutual Fund Performance

IVVVI performance across multiple time periods: 1-month -1.92%, YTD 9.73%, 1-year 14.06%, 3-year 10.65%, 5-year -3.87%.

IVVVI returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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