IVVIX Mutual Fund

NAV$25.44

Returns Overview

1 Month
+6.28%
3 Months
+20.17%
6 Months
+21.54%
YTD
+20.45%
1 Year
+32.93%
3 Years (annualized)
+17.83%
5 Years (annualized)
+16.52%
10 Years (annualized)
+16.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVVIX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+20.45%
Peer Avg (YTD)
+10.82%
vs Peers
+9.63%

IVVIX Mutual Fund Performance

IVVIX performance across multiple time periods: 1-month 6.28%, YTD 20.45%, 1-year 32.93%, 3-year 17.83%, 5-year 16.52%, 10-year 16.76%.

IVVIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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