IBRFX Mutual Fund

NAV$8.86

Returns Overview

1 Month
-10.10%
3 Months
-8.37%
6 Months
+17.39%
YTD
+17.56%
1 Year
+33.49%
3 Years (annualized)
+14.46%
5 Years (annualized)
+9.66%
10 Years (annualized)
+6.38%

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
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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+17.56%
Peer Avg (YTD)
+8.71%
vs Peers
+8.85%

IBRFX Mutual Fund Performance

IBRFX performance across multiple time periods: 1-month -10.10%, YTD 17.56%, 1-year 33.49%, 3-year 14.46%, 5-year 9.66%, 10-year 6.38%.

IBRFX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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