IDVSX Mutual Fund

NAV$27.44

Returns Overview

1 Month
-1.54%
3 Months
-0.90%
6 Months
-3.75%
YTD
-2.31%
1 Year
+1.56%
3 Years (annualized)
+7.47%
5 Years (annualized)
+1.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDVSX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
-2.31%
Peer Avg (YTD)
+8.97%
vs Peers
-11.29%

IDVSX Mutual Fund Performance

IDVSX performance across multiple time periods: 1-month -1.54%, YTD -2.31%, 1-year 1.56%, 3-year 7.47%, 5-year 1.47%.

IDVSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

IDVSX performance comparison shows side-by-side returns with another fund. IDVSX alternatives are available in the Mutual Fund Screener.