IARRX Mutual Fund

NAV$18.40

Returns Overview

1 Month
+1.69%
3 Months
+10.78%
6 Months
+14.36%
YTD
+14.14%
1 Year
+12.68%
3 Years (annualized)
+6.72%
5 Years (annualized)
+1.49%
10 Years (annualized)
+3.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IARRX 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)
+14.14%
Peer Avg (YTD)
+11.24%
vs Peers
+2.90%

IARRX Mutual Fund Performance

IARRX performance across multiple time periods: 1-month 1.69%, YTD 14.14%, 1-year 12.68%, 3-year 6.72%, 5-year 1.49%, 10-year 3.65%.

IARRX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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