IRVIX Mutual Fund

IRVIX Mutual Fund

NAV$32.77
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Returns Overview

1 Month
+4.70%
3 Months
+10.03%
6 Months
+15.39%
YTD
+19.79%
1 Year
+32.76%
3 Years (annualized)
+18.71%
5 Years (annualized)
+12.49%
10 Years (annualized)
+11.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRVIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Top 200 Value(^RT200V)
This Mutual Fund (YTD)
+19.79%
Peer Avg (YTD)
+11.41%
vs Peers
+8.37%

IRVIX Mutual Fund Performance

IRVIX performance across multiple time periods: 1-month 4.70%, YTD 19.79%, 1-year 32.76%, 3-year 18.71%, 5-year 12.49%, 10-year 11.84%.

IRVIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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