INVTX Mutual Fund

NAV$18.44

Returns Overview

1 Month
-3.91%
3 Months
-8.99%
6 Months
-10.29%
YTD
-2.91%
1 Year
-6.09%
3 Years
+14.29%

Risk Metrics (5-Year)

No risk data available for this ETF

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)
-2.91%
Peer Avg (YTD)
+0.87%
vs Peers
-3.78%

INVTX Mutual Fund Performance

INVTX performance across multiple time periods: 1-month -3.91%, YTD -2.91%, 1-year -6.09%, 3-year 14.29%.

INVTX returns trail the peer average of 0.87% 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.