IRFCX Mutual Fund

IRFCX Mutual Fund

NAV$8.15
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Returns Overview

1 Month
-3.81%
3 Months
-3.07%
6 Months
-11.95%
YTD
-1.90%
1 Year
-0.85%
3 Years (annualized)
+4.40%
5 Years (annualized)
-4.63%
10 Years (annualized)
+1.39%

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
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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)
-1.90%
Peer Avg (YTD)
+9.10%
vs Peers
-10.99%

IRFCX Mutual Fund Performance

IRFCX performance across multiple time periods: 1-month -3.81%, YTD -1.90%, 1-year -0.85%, 3-year 4.40%, 5-year -4.63%, 10-year 1.39%.

IRFCX returns trail the peer average of 9.10% 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.