IRFZX Mutual Fund

IRFZX Mutual Fund

NAV$8.62
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Returns Overview

1 Month
+0.72%
3 Months
-8.61%
6 Months
-10.31%
YTD
-6.27%
1 Year
-4.12%
3 Years (annualized)
+7.60%
5 Years (annualized)
-3.98%
10 Years (annualized)
+2.27%

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)
-6.27%
Peer Avg (YTD)
+7.23%
vs Peers
-13.49%

IRFZX Mutual Fund Performance

IRFZX performance across multiple time periods: 1-month 0.72%, YTD -6.27%, 1-year -4.12%, 3-year 7.60%, 5-year -3.98%, 10-year 2.27%.

IRFZX returns trail the peer average of 7.23% 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.