IVRIX ETF

$28.83

Returns Overview

1 Month
+2.67%
3 Months
+2.08%
6 Months
+5.60%
YTD
+2.41%
1 Year
+2.80%
3 Years
+3.37%
5 Years
+6.27%
10 Years
+6.78%

Risk Metrics (5-Year)

No risk data available for this ETF

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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US REIT Index(RMS N)
This ETF (YTD)
+2.41%
Peer Avg (YTD)
+2.68%
vs Peers
-0.27%

IVRIX ETF Performance

IVRIX performance across multiple time periods: 1-month 2.67%, YTD 2.41%, 1-year 2.80%, 3-year 3.37%, 5-year 6.27%, 10-year 6.78%.

IVRIX returns trail the peer average of 2.68% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this ETF.

IVRIX performance comparison shows side-by-side returns with another fund. IVRIX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.67%N/A
3 Months+2.08%N/A
6 Months+5.60%N/A
1 Year+2.80%N/A
3 Years+3.37%N/A
5 Years+6.27%N/A

All returns shown are total returns, not annualized