INVYX Mutual Fund

INVYX Mutual Fund

NAV$39.67
See how much of INVYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.97%
3 Months
+3.63%
6 Months
+6.82%
YTD
+11.69%
1 Year
+32.85%
3 Years (annualized)
+19.44%
5 Years (annualized)
+12.58%
10 Years (annualized)
+11.17%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.69%
Peer Avg (YTD)
+9.42%
vs Peers
+2.27%

INVYX Mutual Fund Performance

INVYX performance across multiple time periods: 1-month 2.97%, YTD 11.69%, 1-year 32.85%, 3-year 19.44%, 5-year 12.58%, 10-year 11.17%.

INVYX returns outperform the peer average of 9.42% 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.