IVRIX Mutual Fund

IVRIX Mutual Fund

NAV$32.49
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Returns Overview

1 Month
+2.19%
3 Months
+5.50%
6 Months
+17.19%
YTD
+20.01%
1 Year
+23.75%
3 Years (annualized)
+10.10%
5 Years (annualized)
+4.12%
10 Years (annualized)
+6.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVRIX 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
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📉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 US REIT Index(RMS N)
This Mutual Fund (YTD)
+20.01%
Peer Avg (YTD)
+12.53%
vs Peers
+7.48%

IVRIX Mutual Fund Performance

IVRIX performance across multiple time periods: 1-month 2.19%, YTD 20.01%, 1-year 23.75%, 3-year 10.10%, 5-year 4.12%, 10-year 6.45%.

IVRIX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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