IREIX Mutual Fund

IREIX Mutual Fund

NAV$15.20
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Returns Overview

1 Month
+2.44%
3 Months
-5.36%
6 Months
-0.63%
YTD
+13.08%
1 Year
+13.88%
3 Years (annualized)
+15.36%
5 Years (annualized)
+3.13%
10 Years (annualized)
+5.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IREIX 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
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📉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
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+13.08%
Peer Avg (YTD)
+7.37%
vs Peers
+5.71%

IREIX Mutual Fund Performance

IREIX performance across multiple time periods: 1-month 2.44%, YTD 13.08%, 1-year 13.88%, 3-year 15.36%, 5-year 3.13%, 10-year 5.95%.

IREIX returns outperform the peer average of 7.37% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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