IRFRX Mutual Fund

IRFRX Mutual Fund

NAV$8.83
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Returns Overview

1 Month
+0.59%
3 Months
-8.83%
6 Months
-10.63%
YTD
-6.64%
1 Year
-4.67%
3 Years (annualized)
+7.05%
5 Years (annualized)
-4.49%
10 Years (annualized)
+1.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRFRX 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)
-6.64%
Peer Avg (YTD)
+7.23%
vs Peers
-13.87%

IRFRX Mutual Fund Performance

IRFRX performance across multiple time periods: 1-month 0.59%, YTD -6.64%, 1-year -4.67%, 3-year 7.05%, 5-year -4.49%, 10-year 1.78%.

IRFRX returns trail the peer average of 7.23% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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