INIVX Mutual Fund

INIVX Mutual Fund

NAV$27.70
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Returns Overview

1 Month
-8.97%
3 Months
+16.43%
6 Months
-0.49%
YTD
+9.98%
1 Year
+30.42%
3 Years (annualized)
+57.03%
5 Years (annualized)
+28.21%
10 Years (annualized)
+16.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INIVX 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 AC World Index Net
This Mutual Fund (YTD)
+9.98%
Peer Avg (YTD)
+7.76%
vs Peers
+2.23%

INIVX Mutual Fund Performance

INIVX performance across multiple time periods: 1-month -8.97%, YTD 9.98%, 1-year 30.42%, 3-year 57.03%, 5-year 28.21%, 10-year 16.20%.

INIVX returns outperform the peer average of 7.76% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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