IVKIX Mutual Fund

IVKIX Mutual Fund

NAV$21.78
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Returns Overview

1 Month
+4.02%
3 Months
+1.26%
6 Months
-3.85%
YTD
+14.50%
1 Year
+19.66%
3 Years (annualized)
+20.34%
5 Years (annualized)
+12.26%
10 Years (annualized)
+12.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVKIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.50%
Peer Avg (YTD)
+14.61%
vs Peers
-0.11%

IVKIX Mutual Fund Performance

IVKIX performance across multiple time periods: 1-month 4.02%, YTD 14.50%, 1-year 19.66%, 3-year 20.34%, 5-year 12.26%, 10-year 12.87%.

IVKIX returns trail the peer average of 14.61% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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