INVYX Mutual Fund

INVYX Mutual Fund

NAV$38.43
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Returns Overview

1 Month
+3.01%
3 Months
+3.63%
6 Months
+5.53%
YTD
+15.05%
1 Year
+30.91%
3 Years (annualized)
+20.58%
5 Years (annualized)
+7.93%
10 Years (annualized)
+7.50%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+15.05%
Peer Avg (YTD)
+10.17%
vs Peers
+4.88%

INVYX Mutual Fund Performance

INVYX performance across multiple time periods: 1-month 3.01%, YTD 15.05%, 1-year 30.91%, 3-year 20.58%, 5-year 7.93%, 10-year 7.50%.

INVYX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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