IRFZX Mutual Fund

IRFZX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
+3.38%
3 Months
-1.86%
6 Months
-2.07%
YTD
+2.56%
1 Year
+9.13%
3 Years (annualized)
+5.71%
5 Years (annualized)
-2.77%
10 Years (annualized)
+2.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRFZX 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)
+2.56%
Peer Avg (YTD)
+12.53%
vs Peers
-9.97%

IRFZX Mutual Fund Performance

IRFZX performance across multiple time periods: 1-month 3.38%, YTD 2.56%, 1-year 9.13%, 3-year 5.71%, 5-year -2.77%, 10-year 2.67%.

IRFZX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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