IVRTX Mutual Fund

NAV$33.37

Returns Overview

1 Month
+3.03%
3 Months
+10.06%
6 Months
+18.97%
YTD
+20.60%
1 Year
+19.51%
3 Years (annualized)
+9.60%
5 Years (annualized)
+4.27%
10 Years (annualized)
+5.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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 Mutual Fund (YTD)
+20.60%
Peer Avg (YTD)
+11.24%
vs Peers
+9.36%

IVRTX Mutual Fund Performance

IVRTX performance across multiple time periods: 1-month 3.03%, YTD 20.60%, 1-year 19.51%, 3-year 9.60%, 5-year 4.27%, 10-year 5.31%.

IVRTX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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