INIVX Mutual Fund

NAV$27.11

Returns Overview

1 Month
-14.38%
3 Months
-14.53%
6 Months
-6.33%
YTD
-5.53%
1 Year
+58.50%
3 Years (annualized)
+43.94%
5 Years (annualized)
+21.19%
10 Years (annualized)
+12.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INIVX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI AC World Index Net
This Mutual Fund (YTD)
-5.53%
Peer Avg (YTD)
-2.18%
vs Peers
-3.35%

INIVX Mutual Fund Performance

INIVX performance across multiple time periods: 1-month -14.38%, YTD -5.53%, 1-year 58.50%, 3-year 43.94%, 5-year 21.19%, 10-year 12.62%.

INIVX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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