IDIVX Mutual Fund

IDIVX Mutual Fund

NAV$23.91
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Returns Overview

1 Month
+5.20%
3 Months
+2.83%
6 Months
+8.67%
YTD
+20.78%
1 Year
+24.98%
3 Years (annualized)
+24.96%
5 Years (annualized)
+14.72%
10 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDIVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+20.78%
Peer Avg (YTD)
+14.61%
vs Peers
+6.16%

IDIVX Mutual Fund Performance

IDIVX performance across multiple time periods: 1-month 5.20%, YTD 20.78%, 1-year 24.98%, 3-year 24.96%, 5-year 14.72%, 10-year 12.06%.

IDIVX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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