INVNX Mutual Fund

NAV$18.68

Returns Overview

1 Month
+2.12%
3 Months
-10.56%
6 Months
-18.52%
YTD
-13.14%
1 Year
-8.76%
3 Years (annualized)
+9.93%
5 Years (annualized)
-5.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INVNX 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
PROUpgrade to run

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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-13.14%
Peer Avg (YTD)
+3.42%
vs Peers
-16.55%

INVNX Mutual Fund Performance

INVNX performance across multiple time periods: 1-month 2.12%, YTD -13.14%, 1-year -8.76%, 3-year 9.93%, 5-year -5.40%.

INVNX returns trail the peer average of 3.42% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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