IFRWX Mutual Fund

NAV$7.98
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Returns Overview

1 Month
-0.25%
3 Months
+1.44%
6 Months
+1.37%
YTD
+2.00%
1 Year
+5.66%
3 Years (annualized)
+6.62%
5 Years (annualized)
+4.90%
10 Years (annualized)
+3.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IFRWX 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

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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)
+2.00%
Peer Avg (YTD)
+2.84%
vs Peers
-0.84%

IFRWX Mutual Fund Performance

IFRWX performance across multiple time periods: 1-month -0.25%, YTD 2.00%, 1-year 5.66%, 3-year 6.62%, 5-year 4.90%, 10-year 3.15%.

IFRWX returns trail the peer average of 2.84% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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