IARRX Mutual Fund

IARRX Mutual Fund

NAV$16.81
See how much of IARRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.65%
3 Months
+1.53%
6 Months
+3.84%
YTD
+13.95%
1 Year
+11.83%
3 Years (annualized)
+7.25%
5 Years (annualized)
+0.27%
10 Years (annualized)
+3.51%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.95%
Peer Avg (YTD)
+9.10%
vs Peers
+4.86%

IARRX Mutual Fund Performance

IARRX performance across multiple time periods: 1-month -2.65%, YTD 13.95%, 1-year 11.83%, 3-year 7.25%, 5-year 0.27%, 10-year 3.51%.

IARRX returns outperform the peer average of 9.10% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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