IVRIX Mutual Fund

NAV$33.68

Returns Overview

1 Month
+5.41%
3 Months
+10.46%
6 Months
+19.60%
YTD
+21.15%
1 Year
+19.98%
3 Years (annualized)
+10.02%
5 Years (annualized)
+4.69%
10 Years (annualized)
+6.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVRIX 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 Mutual Fund (YTD)
+21.15%
Peer Avg (YTD)
+11.24%
vs Peers
+9.91%

IVRIX Mutual Fund Performance

IVRIX performance across multiple time periods: 1-month 5.41%, YTD 21.15%, 1-year 19.98%, 3-year 10.02%, 5-year 4.69%, 10-year 6.66%.

IVRIX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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