INVTX Mutual Fund

NAV$18.48

Returns Overview

1 Month
+0.16%
3 Months
-4.94%
6 Months
-12.71%
YTD
-13.16%
1 Year
-9.00%
3 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INVTX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-13.16%
Peer Avg (YTD)
+3.42%
vs Peers
-16.57%

INVTX Mutual Fund Performance

INVTX performance across multiple time periods: 1-month 0.16%, YTD -13.16%, 1-year -9.00%, 3-year 9.66%.

INVTX returns trail the peer average of 3.42% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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