IVITX Mutual Fund

NAV$21.85

Returns Overview

1 Month
+1.03%
3 Months
+7.75%
6 Months
+8.11%
YTD
+7.19%
1 Year
+17.68%
3 Years (annualized)
+11.71%
5 Years (annualized)
+8.01%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVITX 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)
+7.19%
Peer Avg (YTD)
+9.49%
vs Peers
-2.30%

IVITX Mutual Fund Performance

IVITX performance across multiple time periods: 1-month 1.03%, YTD 7.19%, 1-year 17.68%, 3-year 11.71%, 5-year 8.01%, 10-year 11.15%.

IVITX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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