IRLUX Mutual Fund

NAV$52.77

Returns Overview

1 Month
-1.51%
3 Months
+15.24%
6 Months
+8.64%
YTD
+8.55%
1 Year
+21.15%
3 Years (annualized)
+20.72%
5 Years (annualized)
+13.14%
10 Years (annualized)
+15.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRLUX 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)
+8.55%
Peer Avg (YTD)
+9.51%
vs Peers
-0.95%

IRLUX Mutual Fund Performance

IRLUX performance across multiple time periods: 1-month -1.51%, YTD 8.55%, 1-year 21.15%, 3-year 20.72%, 5-year 13.14%, 10-year 15.55%.

IRLUX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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