IRVIX Mutual Fund

NAV$32.64

Returns Overview

1 Month
+1.79%
3 Months
+13.92%
6 Months
+15.32%
YTD
+14.41%
1 Year
+26.70%
3 Years (annualized)
+18.04%
5 Years (annualized)
+11.65%
10 Years (annualized)
+11.32%

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
PROUpgrade to run

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
Russell Top 200 Value(^RT200V)
This Mutual Fund (YTD)
+14.41%
Peer Avg (YTD)
+9.49%
vs Peers
+4.92%

IRVIX Mutual Fund Performance

IRVIX performance across multiple time periods: 1-month 1.79%, YTD 14.41%, 1-year 26.70%, 3-year 18.04%, 5-year 11.65%, 10-year 11.32%.

IRVIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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