IRLIX Mutual Fund

IRLIX Mutual Fund

NAV$50.48
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Returns Overview

1 Month
+2.99%
3 Months
+1.07%
6 Months
+12.37%
YTD
+11.36%
1 Year
+19.20%
3 Years (annualized)
+20.92%
5 Years (annualized)
+12.42%
10 Years (annualized)
+15.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRLIX 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(^RT200)
This Mutual Fund (YTD)
+11.36%
Peer Avg (YTD)
+11.21%
vs Peers
+0.14%

IRLIX Mutual Fund Performance

IRLIX performance across multiple time periods: 1-month 2.99%, YTD 11.36%, 1-year 19.20%, 3-year 20.92%, 5-year 12.42%, 10-year 15.33%.

IRLIX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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