IVORX Mutual Fund

NAV$18.65

Returns Overview

1 Month
+2.17%
3 Months
+8.68%
6 Months
+8.87%
YTD
+7.98%
1 Year
+12.01%
3 Years (annualized)
+10.94%
5 Years (annualized)
+6.59%
10 Years (annualized)
+9.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVORX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+7.98%
Peer Avg (YTD)
+10.82%
vs Peers
-2.84%

IVORX Mutual Fund Performance

IVORX performance across multiple time periods: 1-month 2.17%, YTD 7.98%, 1-year 12.01%, 3-year 10.94%, 5-year 6.59%, 10-year 9.41%.

IVORX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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