IIRLX Mutual Fund

NAV$51.30

Returns Overview

1 Month
-1.47%
3 Months
+15.34%
6 Months
+8.84%
YTD
+8.77%
1 Year
+21.62%
3 Years (annualized)
+21.20%
5 Years (annualized)
+13.59%
10 Years (annualized)
+16.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIRLX 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
Russell Top 200(^RT200)
This Mutual Fund (YTD)
+8.77%
Peer Avg (YTD)
+9.51%
vs Peers
-0.74%

IIRLX Mutual Fund Performance

IIRLX performance across multiple time periods: 1-month -1.47%, YTD 8.77%, 1-year 21.62%, 3-year 21.20%, 5-year 13.59%, 10-year 16.01%.

IIRLX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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