IVEIX Mutual Fund

NAV$12.98

Returns Overview

1 Month
-0.54%
3 Months
-3.21%
6 Months
+5.10%
YTD
+12.58%
1 Year
+37.15%
3 Years (annualized)
+10.70%
5 Years (annualized)
+14.44%
10 Years (annualized)
+1.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVEIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Investable Markets Index
This Mutual Fund (YTD)
+12.58%
Peer Avg (YTD)
+14.02%
vs Peers
-1.45%

IVEIX Mutual Fund Performance

IVEIX performance across multiple time periods: 1-month -0.54%, YTD 12.58%, 1-year 37.15%, 3-year 10.70%, 5-year 14.44%, 10-year 1.47%.

IVEIX returns trail the peer average of 14.02% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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