IRLAX Mutual Fund

NAV$73.93
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Returns Overview

1 Month
-2.90%
3 Months
+16.82%
6 Months
+4.89%
YTD
+5.28%
1 Year
+17.57%
3 Years (annualized)
+22.14%
5 Years (annualized)
+14.35%
10 Years (annualized)
+18.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRLAX 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
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📉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

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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
Russell Top 200 Growth(^RT200G)
This Mutual Fund (YTD)
+5.28%
Peer Avg (YTD)
+8.97%
vs Peers
-3.69%

IRLAX Mutual Fund Performance

IRLAX performance across multiple time periods: 1-month -2.90%, YTD 5.28%, 1-year 17.57%, 3-year 22.14%, 5-year 14.35%, 10-year 18.77%.

IRLAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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