INIVX Mutual Fund

INIVX Mutual Fund

NAV$31.49
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Returns Overview

1 Month
-1.11%
3 Months
-14.06%
6 Months
-15.15%
YTD
-6.58%
1 Year
+60.18%
3 Years (annualized)
+42.05%
5 Years (annualized)
+20.40%
10 Years (annualized)
+11.41%

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)
-6.58%
Peer Avg (YTD)
-3.00%
vs Peers
-3.58%

INIVX Mutual Fund Performance

INIVX performance across multiple time periods: 1-month -1.11%, YTD -6.58%, 1-year 60.18%, 3-year 42.05%, 5-year 20.40%, 10-year 11.41%.

INIVX returns trail the peer average of -3.00% 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.