Mohr Industry Nav ETF (INAV)
INAV is an actively managed ETF by Mohr Funds. INAV launched on Jan 24, 2024 and has a 1.20% expense ratio.
ETF Info
Jan 24, 2024
1x
No Index (Active)
Large-Cap
Blend
Expense Ratio
INAV has a high expense ratio of 1.20%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Mohr Industry Nav ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
INAV
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^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of INAV, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.59% | 4.47% | 2.39% | -4.60% | 3.39% | 0.63% | 5.60% | -0.77% | -0.09% | 9.39% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Mohr Industry Nav ETF (INAV) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Not enough dataDividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Mohr Industry Nav ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Mohr Industry Nav ETF was 9.15%, occurring on Aug 7, 2024. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.15% | Jul 17, 2024 | 16 | Aug 7, 2024 | — | — | — |
| -4.97% | Apr 1, 2024 | 15 | Apr 19, 2024 | 51 | Jul 3, 2024 | 66 |
| -2.5% | Mar 8, 2024 | 6 | Mar 15, 2024 | 4 | Mar 21, 2024 | 10 |
| -2.09% | Jan 30, 2024 | 2 | Jan 31, 2024 | 7 | Feb 9, 2024 | 9 |
| -1.7% | Feb 13, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
Volatility
Volatility Chart
The current Mohr Industry Nav ETF volatility is 3.62%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.