IRFCX Mutual Fund

NAV$9.12

Returns Overview

1 Month
-2.41%
3 Months
+2.02%
6 Months
-1.45%
YTD
-1.23%
1 Year
+1.78%
3 Years (annualized)
+5.04%
5 Years (annualized)
-4.03%
10 Years (annualized)
+1.91%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed exUS Real Estate Indexnet(FTSEEPRANDEUREI)
This Mutual Fund (YTD)
-1.23%
Peer Avg (YTD)
+11.24%
vs Peers
-12.47%

IRFCX Mutual Fund Performance

IRFCX performance across multiple time periods: 1-month -2.41%, YTD -1.23%, 1-year 1.78%, 3-year 5.04%, 5-year -4.03%, 10-year 1.91%.

IRFCX returns trail the peer average of 11.24% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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