IBRSX Mutual Fund

IBRSX Mutual Fund

NAV$8.81
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Returns Overview

6 Months
-5.37%
YTD
-3.68%
1 Year
-3.31%
3 Years (annualized)
+2.54%
5 Years (annualized)
-0.73%
10 Years (annualized)
+1.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBRSX 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 Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
-3.68%
Peer Avg (YTD)
+2.15%
vs Peers
-5.83%

IBRSX Mutual Fund Performance

IBRSX performance across multiple time periods: YTD -3.68%, 1-year -3.31%, 3-year 2.54%, 5-year -0.73%, 10-year 1.70%.

IBRSX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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