IRFAX Mutual Fund

IRFAX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
-2.28%
3 Months
+2.18%
6 Months
-1.09%
YTD
-0.87%
1 Year
+2.44%
3 Years (annualized)
+5.74%
5 Years (annualized)
-3.41%
10 Years (annualized)
+2.56%

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)
-0.87%
Peer Avg (YTD)
+11.24%
vs Peers
-12.12%

IRFAX Mutual Fund Performance

IRFAX performance across multiple time periods: 1-month -2.28%, YTD -0.87%, 1-year 2.44%, 3-year 5.74%, 5-year -3.41%, 10-year 2.56%.

IRFAX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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