IRVIX Mutual Fund

IRVIX Mutual Fund

NAV$32.77
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Returns Overview

1 Month
-2.44%
3 Months
+4.34%
6 Months
+18.86%
YTD
+19.38%
1 Year
+26.13%
3 Years (annualized)
+20.45%
5 Years (annualized)
+12.56%
10 Years (annualized)
+11.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRVIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Top 200 Value(^RT200V)
This Mutual Fund (YTD)
+19.38%
Peer Avg (YTD)
+10.00%
vs Peers
+9.38%

IRVIX Mutual Fund Performance

IRVIX performance across multiple time periods: 1-month -2.44%, YTD 19.38%, 1-year 26.13%, 3-year 20.45%, 5-year 12.56%, 10-year 11.70%.

IRVIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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