IRFAX Mutual Fund

IRFAX Mutual Fund

NAV$8.75
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Returns Overview

1 Month
+3.39%
3 Months
-1.95%
6 Months
-2.16%
YTD
+2.49%
1 Year
+8.77%
3 Years (annualized)
+5.39%
5 Years (annualized)
-3.10%
10 Years (annualized)
+2.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRFAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed exUS Real Estate Indexnet(FTSEEPRANDEUREI)
This Mutual Fund (YTD)
+2.49%
Peer Avg (YTD)
+12.53%
vs Peers
-10.04%

IRFAX Mutual Fund Performance

IRFAX performance across multiple time periods: 1-month 3.39%, YTD 2.49%, 1-year 8.77%, 3-year 5.39%, 5-year -3.10%, 10-year 2.25%.

IRFAX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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