IVINX Mutual Fund

NAV$41.40

Returns Overview

1 Month
+0.39%
3 Months
+3.19%
6 Months
+4.62%
YTD
+7.98%
1 Year
+5.26%
3 Years (annualized)
+12.11%
5 Years (annualized)
+14.25%
10 Years (annualized)
+15.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVINX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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 Index(MSEUACWF)
This Mutual Fund (YTD)
+7.98%
Peer Avg (YTD)
+8.97%
vs Peers
-0.99%

IVINX Mutual Fund Performance

IVINX performance across multiple time periods: 1-month 0.39%, YTD 7.98%, 1-year 5.26%, 3-year 12.11%, 5-year 14.25%, 10-year 15.29%.

IVINX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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