IRLUX Mutual Fund

IRLUX Mutual Fund

NAV$52.34
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Returns Overview

1 Month
-0.33%
3 Months
+3.68%
6 Months
+7.32%
YTD
+8.19%
1 Year
+18.09%
3 Years (annualized)
+19.34%
5 Years (annualized)
+12.51%
10 Years (annualized)
+15.12%

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
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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)
+8.19%
Peer Avg (YTD)
+9.41%
vs Peers
-1.22%

IRLUX Mutual Fund Performance

IRLUX performance across multiple time periods: 1-month -0.33%, YTD 8.19%, 1-year 18.09%, 3-year 19.34%, 5-year 12.51%, 10-year 15.12%.

IRLUX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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