IRFIX Mutual Fund

NAV$9.13

Returns Overview

1 Month
-2.29%
3 Months
+2.24%
6 Months
-1.01%
YTD
-0.68%
1 Year
+2.80%
3 Years (annualized)
+6.08%
5 Years (annualized)
-2.93%
10 Years (annualized)
+3.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRFIX 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

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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)
-0.68%
Peer Avg (YTD)
+11.24%
vs Peers
-11.92%

IRFIX Mutual Fund Performance

IRFIX performance across multiple time periods: 1-month -2.29%, YTD -0.68%, 1-year 2.80%, 3-year 6.08%, 5-year -2.93%, 10-year 3.00%.

IRFIX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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