IBRFX Mutual Fund

IBRFX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
+8.95%
3 Months
+5.44%
6 Months
+20.41%
YTD
+37.88%
1 Year
+50.68%
3 Years (annualized)
+18.28%
5 Years (annualized)
+13.36%
10 Years (annualized)
+8.83%

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)
+37.88%
Peer Avg (YTD)
+24.08%
vs Peers
+13.80%

IBRFX Mutual Fund Performance

IBRFX performance across multiple time periods: 1-month 8.95%, YTD 37.88%, 1-year 50.68%, 3-year 18.28%, 5-year 13.36%, 10-year 8.83%.

IBRFX returns outperform the peer average of 24.08% 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.