IVSIX Mutual Fund

IVSIX Mutual Fund

NAV$8.94
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Returns Overview

1 Month
+1.44%
3 Months
-0.66%
6 Months
-0.58%
YTD
-0.36%
1 Year
-0.64%
3 Years (annualized)
+4.84%
5 Years (annualized)
+0.92%
10 Years (annualized)
+2.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVSIX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
-0.36%
Peer Avg (YTD)
-0.81%
vs Peers
+0.45%

IVSIX Mutual Fund Performance

IVSIX performance across multiple time periods: 1-month 1.44%, YTD -0.36%, 1-year -0.64%, 3-year 4.84%, 5-year 0.92%, 10-year 2.48%.

IVSIX returns outperform the peer average of -0.81% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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