IRLIX Mutual Fund

NAV$49.73

Returns Overview

1 Month
-1.52%
3 Months
+15.20%
6 Months
+8.61%
YTD
+8.51%
1 Year
+21.02%
3 Years (annualized)
+20.60%
5 Years (annualized)
+13.03%
10 Years (annualized)
+15.44%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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(^RT200)
This Mutual Fund (YTD)
+8.51%
Peer Avg (YTD)
+9.51%
vs Peers
-1.00%

IRLIX Mutual Fund Performance

IRLIX performance across multiple time periods: 1-month -1.52%, YTD 8.51%, 1-year 21.02%, 3-year 20.60%, 5-year 13.03%, 10-year 15.44%.

IRLIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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