IVRTX Mutual Fund

IVRTX Mutual Fund

NAV$30.16
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Returns Overview

1 Month
-5.31%
3 Months
-6.03%
6 Months
+5.61%
YTD
+10.16%
1 Year
+9.06%
3 Years (annualized)
+9.99%
5 Years (annualized)
+2.53%
10 Years (annualized)
+5.13%

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)
+10.16%
Peer Avg (YTD)
+4.73%
vs Peers
+5.42%

IVRTX Mutual Fund Performance

IVRTX performance across multiple time periods: 1-month -5.31%, YTD 10.16%, 1-year 9.06%, 3-year 9.99%, 5-year 2.53%, 10-year 5.13%.

IVRTX returns outperform the peer average of 4.73% 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.