IVRTX Mutual Fund

IVRTX Mutual Fund

NAV$32.07
See how much of IVRTX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.13%
3 Months
+5.38%
6 Months
+16.98%
YTD
+19.73%
1 Year
+23.25%
3 Years (annualized)
+9.65%
5 Years (annualized)
+3.70%
10 Years (annualized)
+5.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVRTX 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 US REIT Index(RMS N)
This Mutual Fund (YTD)
+19.73%
Peer Avg (YTD)
+12.53%
vs Peers
+7.20%

IVRTX Mutual Fund Performance

IVRTX performance across multiple time periods: 1-month 2.13%, YTD 19.73%, 1-year 23.25%, 3-year 9.65%, 5-year 3.70%, 10-year 5.10%.

IVRTX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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