INFRX Mutual Fund

NAV$9.05

Returns Overview

1 Month
+2.31%
3 Months
-4.90%
6 Months
-6.84%
YTD
-2.89%
1 Year
+11.57%
3 Years (annualized)
+10.07%
5 Years (annualized)
+17.38%
10 Years (annualized)
+3.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INFRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
-2.89%
Peer Avg (YTD)
+1.90%
vs Peers
-4.79%

INFRX Mutual Fund Performance

INFRX performance across multiple time periods: 1-month 2.31%, YTD -2.89%, 1-year 11.57%, 3-year 10.07%, 5-year 17.38%, 10-year 3.10%.

INFRX returns trail the peer average of 1.90% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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