IVFLX Mutual Fund

NAV$4.96

Returns Overview

1 Month
+3.55%
3 Months
+1.43%
6 Months
+5.53%
YTD
+8.06%
1 Year
+16.17%
3 Years (annualized)
+14.08%
5 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVFLX 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 World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+8.06%
Peer Avg (YTD)
+8.71%
vs Peers
-0.65%

IVFLX Mutual Fund Performance

IVFLX performance across multiple time periods: 1-month 3.55%, YTD 8.06%, 1-year 16.17%, 3-year 14.08%, 5-year 9.73%.

IVFLX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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