INVXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.06%
3 Months
+0.64%
6 Months
+1.51%
YTD
+1.51%
1 Year
+3.56%
3 Years (annualized)
+4.16%
5 Years (annualized)
+2.89%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-3 Month Treasury Bill Index(H00078MX)
This Mutual Fund (YTD)
+1.51%
Peer Avg (YTD)
+1.70%
vs Peers
-0.19%

INVXX Mutual Fund Performance

INVXX performance across multiple time periods: 1-month 0.06%, YTD 1.51%, 1-year 3.56%, 3-year 4.16%, 5-year 2.89%.

INVXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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