IBRFX Mutual Fund

IBRFX Mutual Fund

NAV$9.81
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Returns Overview

1 Month
+7.65%
3 Months
-5.93%
6 Months
+16.58%
YTD
+26.56%
1 Year
+41.86%
3 Years (annualized)
+15.27%
5 Years (annualized)
+11.09%
10 Years (annualized)
+7.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBRFX 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
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🏦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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+26.56%
Peer Avg (YTD)
+14.43%
vs Peers
+12.13%

IBRFX Mutual Fund Performance

IBRFX performance across multiple time periods: 1-month 7.65%, YTD 26.56%, 1-year 41.86%, 3-year 15.27%, 5-year 11.09%, 10-year 7.51%.

IBRFX returns outperform the peer average of 14.43% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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