IARFX Mutual Fund

IARFX Mutual Fund

NAV$18.18
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Returns Overview

1 Month
+2.62%
3 Months
+4.47%
6 Months
+14.93%
YTD
+17.54%
1 Year
+18.49%
3 Years (annualized)
+7.75%
5 Years (annualized)
+1.87%
10 Years (annualized)
+4.04%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+17.54%
Peer Avg (YTD)
+12.53%
vs Peers
+5.01%

IARFX Mutual Fund Performance

IARFX performance across multiple time periods: 1-month 2.62%, YTD 17.54%, 1-year 18.49%, 3-year 7.75%, 5-year 1.87%, 10-year 4.04%.

IARFX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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