IVGIX Mutual Fund

NAV$20.96

Returns Overview

1 Month
+1.07%
3 Months
+7.84%
6 Months
+8.32%
YTD
+7.41%
1 Year
+18.15%
3 Years (annualized)
+12.14%
5 Years (annualized)
+8.44%
10 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVGIX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+7.41%
Peer Avg (YTD)
+9.49%
vs Peers
-2.08%

IVGIX Mutual Fund Performance

IVGIX performance across multiple time periods: 1-month 1.07%, YTD 7.41%, 1-year 18.15%, 3-year 12.14%, 5-year 8.44%, 10-year 11.54%.

IVGIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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