INIVX Mutual Fund

INIVX Mutual Fund

NAV$26.06
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Returns Overview

1 Month
-13.05%
3 Months
+2.36%
6 Months
-12.03%
YTD
-4.37%
1 Year
+17.83%
3 Years (annualized)
+48.33%
5 Years (annualized)
+22.59%
10 Years (annualized)
+13.71%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI AC World Index Net
This Mutual Fund (YTD)
-4.37%
Peer Avg (YTD)
-1.80%
vs Peers
-2.58%

INIVX Mutual Fund Performance

INIVX performance across multiple time periods: 1-month -13.05%, YTD -4.37%, 1-year 17.83%, 3-year 48.33%, 5-year 22.59%, 10-year 13.71%.

INIVX returns trail the peer average of -1.80% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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