INVXX Mutual Fund

INVXX Mutual Fund

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Returns Overview

1 Month
+0.30%
3 Months
+0.65%
6 Months
+1.51%
YTD
+1.82%
1 Year
+3.50%
3 Years (annualized)
+4.19%
5 Years (annualized)
+2.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INVXX 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
Bloomberg Barclays US 1-3 Month Treasury Bill Index(H00078MX)
This Mutual Fund (YTD)
+1.82%
Peer Avg (YTD)
+1.18%
vs Peers
+0.64%

INVXX Mutual Fund Performance

INVXX performance across multiple time periods: 1-month 0.30%, YTD 1.82%, 1-year 3.50%, 3-year 4.19%, 5-year 2.95%.

INVXX returns outperform the peer average of 1.18% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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