IRSAX Mutual Fund

IRSAX Mutual Fund

NAV$13.92
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Returns Overview

1 Month
-2.57%
3 Months
+2.52%
6 Months
+5.59%
YTD
+16.29%
1 Year
+17.34%
3 Years (annualized)
+12.26%
5 Years (annualized)
+3.63%
10 Years (annualized)
+5.87%

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)
+16.29%
Peer Avg (YTD)
+9.10%
vs Peers
+7.19%

IRSAX Mutual Fund Performance

IRSAX performance across multiple time periods: 1-month -2.57%, YTD 16.29%, 1-year 17.34%, 3-year 12.26%, 5-year 3.63%, 10-year 5.87%.

IRSAX returns outperform the peer average of 9.10% 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.