IRLAX Mutual Fund

IRLAX Mutual Fund

NAV$68.24
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Returns Overview

1 Month
-6.12%
3 Months
+0.13%
6 Months
-0.93%
YTD
+0.02%
1 Year
-2.98%
3 Years (annualized)
+21.72%
5 Years (annualized)
+10.53%
10 Years (annualized)
+17.66%

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
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
Russell Top 200 Growth(^RT200G)
This Mutual Fund (YTD)
+0.02%
Peer Avg (YTD)
+5.23%
vs Peers
-5.21%

IRLAX Mutual Fund Performance

IRLAX performance across multiple time periods: 1-month -6.12%, YTD 0.02%, 1-year -2.98%, 3-year 21.72%, 5-year 10.53%, 10-year 17.66%.

IRLAX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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