IARIX Mutual Fund

NAV$18.25

Returns Overview

1 Month
+1.73%
3 Months
+10.93%
6 Months
+14.78%
YTD
+14.56%
1 Year
+13.38%
3 Years (annualized)
+7.38%
5 Years (annualized)
+2.12%
10 Years (annualized)
+4.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IARIX 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)
+14.56%
Peer Avg (YTD)
+11.24%
vs Peers
+3.32%

IARIX Mutual Fund Performance

IARIX performance across multiple time periods: 1-month 1.73%, YTD 14.56%, 1-year 13.38%, 3-year 7.38%, 5-year 2.12%, 10-year 4.28%.

IARIX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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