IRVAX Mutual Fund

IRVAX Mutual Fund

NAV$33.26
See how much of IRVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.72%
3 Months
+3.26%
6 Months
+13.46%
YTD
+23.37%
1 Year
+28.82%
3 Years (annualized)
+22.78%
5 Years (annualized)
+11.94%
10 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRVAX 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
Russell Top 200 Value(^RT200V)
This Mutual Fund (YTD)
+23.37%
Peer Avg (YTD)
+14.61%
vs Peers
+8.75%

IRVAX Mutual Fund Performance

IRVAX performance across multiple time periods: 1-month 3.72%, YTD 23.37%, 1-year 28.82%, 3-year 22.78%, 5-year 11.94%, 10-year 11.72%.

IRVAX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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