IRFAX Mutual Fund

IRFAX Mutual Fund

NAV$8.60
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Returns Overview

1 Month
+0.72%
3 Months
-8.75%
6 Months
-10.53%
YTD
-6.48%
1 Year
-4.51%
3 Years (annualized)
+7.25%
5 Years (annualized)
-4.31%
10 Years (annualized)
+1.93%

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
PROUpgrade to run
🏦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)
-6.48%
Peer Avg (YTD)
+7.23%
vs Peers
-13.71%

IRFAX Mutual Fund Performance

IRFAX performance across multiple time periods: 1-month 0.72%, YTD -6.48%, 1-year -4.51%, 3-year 7.25%, 5-year -4.31%, 10-year 1.93%.

IRFAX returns trail the peer average of 7.23% 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.