IRLNX Mutual Fund

NAV$76.02

Returns Overview

1 Month
-2.87%
3 Months
+16.96%
6 Months
+5.13%
YTD
+5.53%
1 Year
+18.15%
3 Years (annualized)
+22.75%
5 Years (annualized)
+14.50%
10 Years (annualized)
+19.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRLNX 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 Growth(^RT200G)
This Mutual Fund (YTD)
+5.53%
Peer Avg (YTD)
+8.97%
vs Peers
-3.44%

IRLNX Mutual Fund Performance

IRLNX performance across multiple time periods: 1-month -2.87%, YTD 5.53%, 1-year 18.15%, 3-year 22.75%, 5-year 14.50%, 10-year 19.52%.

IRLNX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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