IRVSX Mutual Fund

NAV$32.87

Returns Overview

1 Month
+1.78%
3 Months
+13.85%
6 Months
+15.16%
YTD
+14.30%
1 Year
+26.39%
3 Years (annualized)
+17.74%
5 Years (annualized)
+11.37%
10 Years (annualized)
+11.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRVSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Top 200 Value(^RT200V)
This Mutual Fund (YTD)
+14.30%
Peer Avg (YTD)
+9.49%
vs Peers
+4.81%

IRVSX Mutual Fund Performance

IRVSX performance across multiple time periods: 1-month 1.78%, YTD 14.30%, 1-year 26.39%, 3-year 17.74%, 5-year 11.37%, 10-year 11.30%.

IRVSX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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