IRFCX Mutual Fund

IRFCX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
+3.26%
3 Months
-2.20%
6 Months
-2.61%
YTD
+1.99%
1 Year
+8.04%
3 Years (annualized)
+4.65%
5 Years (annualized)
-3.73%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRFCX 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)
+1.99%
Peer Avg (YTD)
+12.53%
vs Peers
-10.54%

IRFCX Mutual Fund Performance

IRFCX performance across multiple time periods: 1-month 3.26%, YTD 1.99%, 1-year 8.04%, 3-year 4.65%, 5-year -3.73%, 10-year 1.68%.

IRFCX returns trail the peer average of 12.53% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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