IRLIX Mutual Fund

IRLIX Mutual Fund

NAV$49.55
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Returns Overview

1 Month
-0.35%
3 Months
+3.63%
6 Months
+7.27%
YTD
+8.13%
1 Year
+17.95%
3 Years (annualized)
+19.20%
5 Years (annualized)
+12.39%
10 Years (annualized)
+15.00%

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)
+8.13%
Peer Avg (YTD)
+9.41%
vs Peers
-1.28%

IRLIX Mutual Fund Performance

IRLIX performance across multiple time periods: 1-month -0.35%, YTD 8.13%, 1-year 17.95%, 3-year 19.20%, 5-year 12.39%, 10-year 15.00%.

IRLIX returns trail the peer average of 9.41% 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.