IVGSX Mutual Fund

IVGSX Mutual Fund

NAV$21.36
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Returns Overview

1 Month
+2.94%
3 Months
+0.71%
6 Months
+3.99%
YTD
+10.31%
1 Year
+16.09%
3 Years (annualized)
+18.96%
5 Years (annualized)
+9.97%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVGSX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.31%
Peer Avg (YTD)
+14.61%
vs Peers
-4.30%

IVGSX Mutual Fund Performance

IVGSX performance across multiple time periods: 1-month 2.94%, YTD 10.31%, 1-year 16.09%, 3-year 18.96%, 5-year 9.97%, 10-year 11.01%.

IVGSX returns trail the peer average of 14.61% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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