IARFX Mutual Fund

NAV$18.24

Returns Overview

1 Month
+1.75%
3 Months
+10.95%
6 Months
+14.76%
YTD
+14.54%
1 Year
+13.48%
3 Years (annualized)
+7.46%
5 Years (annualized)
+2.19%
10 Years (annualized)
+4.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IARFX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.54%
Peer Avg (YTD)
+11.24%
vs Peers
+3.30%

IARFX Mutual Fund Performance

IARFX performance across multiple time periods: 1-month 1.75%, YTD 14.54%, 1-year 13.48%, 3-year 7.46%, 5-year 2.19%, 10-year 4.20%.

IARFX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

IARFX performance comparison shows side-by-side returns with another fund. IARFX alternatives are available in the Mutual Fund Screener.