IRVHGlobal X Interest Rate Volatility & Inflation Hedge ETF
Seeks to hedge against interest rate movements and provide inflation-protected income.
By Global X Funds · Launched 2022
Annual Cost
0.45%
#2,319 of 6,040 · average
Fund Size
$1M
#5,718 of 6,040 · small
Return (1Y)
-6.7%
Track Record
4 years
#2,668 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$9,350-6.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 45.7% of fundmoderately concentrated
United States of America
6.4%
United States of America
5.3%
United States of America
5.2%
United States of America
4.8%
United States of America
4.4%
United States of America
4.3%
United States of America
4.0%
United States of America
3.7%
United States of America
3.7%
United States of America
3.7%
Asset allocation
Bonds
99.7%
Cash
0.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
4.4%Low
Year-on-year price swings
Max drawdown
-15.0%Mild
Worst peak-to-trough loss
Sharpe (3Y)
-0.66Below average
Sortino (3Y)
-0.91Moderate downside risk
Bond profile
Duration
1.4 years
Avg maturity
9.4 years
Credit ratings
US Government
99.1%
AAA
64.3%
AA
24.9%
Other
10.8%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to hedge against interest rate movements and provide inflation-protected income.
- Strategy
- Actively manages a portfolio of U.S. Treasury Inflation-Protected Securities (TIPS) and yield curve spread options to hedge against inflation risk and benefit from interest rate volatility. Aims to generate positive returns during periods of market stress when interest rate volatility increases.
- Inception date
- July 5, 2022
- Fund family
- Global X Funds
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Data updated on 2026-09-18