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 above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
INAV
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^GSPC (Benchmark)
0.92%
4.38%
-1.84%
12.48%
13.05%
13.71%
10.99%
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% | 0.00% | 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.
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Dividends
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.
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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 chart below shows the rolling one-month volatility.
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