INVXX Mutual Fund

INVXX Mutual Fund

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Returns Overview

1 Month
+0.30%
3 Months
+0.66%
6 Months
+1.55%
YTD
+2.13%
1 Year
+3.45%
3 Years (annualized)
+4.24%
5 Years (annualized)
+3.01%

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)
+2.13%
Peer Avg (YTD)
+2.25%
vs Peers
-0.12%

INVXX Mutual Fund Performance

INVXX performance across multiple time periods: 1-month 0.30%, YTD 2.13%, 1-year 3.45%, 3-year 4.24%, 5-year 3.01%.

INVXX returns trail the peer average of 2.25% 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.