INVYX Mutual Fund

NAV$39.44
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Returns Overview

1 Month
-2.30%
3 Months
+11.08%
6 Months
+8.47%
YTD
+7.07%
1 Year
+27.01%
3 Years (annualized)
+20.19%
5 Years (annualized)
+14.19%
10 Years (annualized)
+13.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INVYX 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

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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.07%
Peer Avg (YTD)
+9.13%
vs Peers
-2.06%

INVYX Mutual Fund Performance

INVYX performance across multiple time periods: 1-month -2.30%, YTD 7.07%, 1-year 27.01%, 3-year 20.19%, 5-year 14.19%, 10-year 13.04%.

INVYX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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