INVTX Mutual Fund

INVTX Mutual Fund

NAV$18.48
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Returns Overview

1 Month
+2.06%
3 Months
-10.63%
6 Months
-18.67%
YTD
-13.24%
1 Year
-9.00%
3 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INVTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-13.24%
Peer Avg (YTD)
+3.42%
vs Peers
-16.65%

INVTX Mutual Fund Performance

INVTX performance across multiple time periods: 1-month 2.06%, YTD -13.24%, 1-year -9.00%, 3-year 9.66%.

INVTX returns trail the peer average of 3.42% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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