IVRTX ETF

$29.37

Returns Overview

1 Month
+2.61%
3 Months
+1.94%
6 Months
+5.36%
YTD
+2.35%
1 Year
+2.33%
3 Years
+2.94%
5 Years
+5.84%
10 Years
+5.42%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IVRTX 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
MSCI US REIT Index(RMS N)
This ETF (YTD)
+2.35%
Peer Avg (YTD)
+2.68%
vs Peers
-0.33%

IVRTX ETF Performance

IVRTX performance across multiple time periods: 1-month 2.61%, YTD 2.35%, 1-year 2.33%, 3-year 2.94%, 5-year 5.84%, 10-year 5.42%.

IVRTX returns trail the peer average of 2.68% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this ETF.

IVRTX performance comparison shows side-by-side returns with another fund. IVRTX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.61%N/A
3 Months+1.94%N/A
6 Months+5.36%N/A
1 Year+2.33%N/A
3 Years+2.94%N/A
5 Years+5.84%N/A

All returns shown are total returns, not annualized