IRSEX Mutual Fund

IRSEX Mutual Fund

NAV$14.26
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Returns Overview

1 Month
-2.49%
3 Months
+2.67%
6 Months
+5.82%
YTD
+16.61%
1 Year
+17.82%
3 Years (annualized)
+10.14%
5 Years (annualized)
+2.59%
10 Years (annualized)
+5.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRSEX 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)
+16.61%
Peer Avg (YTD)
+9.10%
vs Peers
+7.51%

IRSEX Mutual Fund Performance

IRSEX performance across multiple time periods: 1-month -2.49%, YTD 16.61%, 1-year 17.82%, 3-year 10.14%, 5-year 2.59%, 10-year 5.61%.

IRSEX returns outperform the peer average of 9.10% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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