IVGTX Mutual Fund

NAV$7.60

Returns Overview

1 Month
-2.67%
3 Months
+0.61%
6 Months
-11.44%
YTD
-10.64%
1 Year
-17.14%
3 Years (annualized)
-3.09%
5 Years (annualized)
-1.49%
10 Years (annualized)
+6.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVGTX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-10.64%
Peer Avg (YTD)
+8.97%
vs Peers
-19.61%

IVGTX Mutual Fund Performance

IVGTX performance across multiple time periods: 1-month -2.67%, YTD -10.64%, 1-year -17.14%, 3-year -3.09%, 5-year -1.49%, 10-year 6.07%.

IVGTX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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