IRSAX Mutual Fund

IRSAX Mutual Fund

NAV$14.75
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Returns Overview

1 Month
+1.95%
3 Months
+4.87%
6 Months
+17.53%
YTD
+19.36%
1 Year
+25.85%
3 Years (annualized)
+12.12%
5 Years (annualized)
+4.56%
10 Years (annualized)
+5.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRSAX 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
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+19.36%
Peer Avg (YTD)
+12.53%
vs Peers
+6.83%

IRSAX Mutual Fund Performance

IRSAX performance across multiple time periods: 1-month 1.95%, YTD 19.36%, 1-year 25.85%, 3-year 12.12%, 5-year 4.56%, 10-year 5.74%.

IRSAX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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