IVRTX Mutual Fund

IVRTX Mutual Fund

NAV$31.93
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Returns Overview

1 Month
+2.84%
3 Months
-5.41%
6 Months
-0.29%
YTD
+13.29%
1 Year
+12.80%
3 Years (annualized)
+13.48%
5 Years (annualized)
+1.15%
10 Years (annualized)
+5.74%

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
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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)
+13.29%
Peer Avg (YTD)
+7.23%
vs Peers
+6.06%

IVRTX Mutual Fund Performance

IVRTX performance across multiple time periods: 1-month 2.84%, YTD 13.29%, 1-year 12.80%, 3-year 13.48%, 5-year 1.15%, 10-year 5.74%.

IVRTX returns outperform the peer average of 7.23% 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.