IRLUX Mutual Fund

IRLUX Mutual Fund

NAV$53.57
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Returns Overview

1 Month
+2.99%
3 Months
+1.10%
6 Months
+12.43%
YTD
+11.43%
1 Year
+19.32%
3 Years (annualized)
+21.04%
5 Years (annualized)
+12.52%
10 Years (annualized)
+15.44%

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)
+11.43%
Peer Avg (YTD)
+11.21%
vs Peers
+0.21%

IRLUX Mutual Fund Performance

IRLUX performance across multiple time periods: 1-month 2.99%, YTD 11.43%, 1-year 19.32%, 3-year 21.04%, 5-year 12.52%, 10-year 15.44%.

IRLUX returns outperform the peer average of 11.21% 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.