IFRRX Mutual Fund

NAV$7.94

Returns Overview

1 Month
-0.38%
3 Months
+1.23%
6 Months
+1.03%
YTD
+1.61%
1 Year
+5.16%
3 Years (annualized)
+6.10%
5 Years (annualized)
+4.37%
10 Years (annualized)
+2.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFRRX 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
S&P/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+1.61%
Peer Avg (YTD)
+2.84%
vs Peers
-1.23%

IFRRX Mutual Fund Performance

IFRRX performance across multiple time periods: 1-month -0.38%, YTD 1.61%, 1-year 5.16%, 3-year 6.10%, 5-year 4.37%, 10-year 2.61%.

IFRRX returns trail the peer average of 2.84% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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