IREIX Mutual Fund

IREIX Mutual Fund

NAV$15.44
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Returns Overview

1 Month
+1.96%
3 Months
+5.00%
6 Months
+17.71%
YTD
+19.49%
1 Year
+26.21%
3 Years (annualized)
+12.42%
5 Years (annualized)
+4.84%
10 Years (annualized)
+5.33%

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)
+19.49%
Peer Avg (YTD)
+12.53%
vs Peers
+6.96%

IREIX Mutual Fund Performance

IREIX performance across multiple time periods: 1-month 1.96%, YTD 19.49%, 1-year 26.21%, 3-year 12.42%, 5-year 4.84%, 10-year 5.33%.

IREIX returns outperform the peer average of 12.53% 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.