IVKAX Mutual Fund

NAV$21.27

Returns Overview

1 Month
+1.64%
3 Months
+10.74%
6 Months
+10.64%
YTD
+9.84%
1 Year
+20.47%
3 Years (annualized)
+13.16%
5 Years (annualized)
+10.04%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVKAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.84%
Peer Avg (YTD)
+9.49%
vs Peers
+0.35%

IVKAX Mutual Fund Performance

IVKAX performance across multiple time periods: 1-month 1.64%, YTD 9.84%, 1-year 20.47%, 3-year 13.16%, 5-year 10.04%, 10-year 12.09%.

IVKAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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