IRSEX Mutual Fund

IRSEX Mutual Fund

NAV$15.59
See how much of IRSEX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.96%
3 Months
+5.02%
6 Months
+17.81%
YTD
+19.59%
1 Year
+26.37%
3 Years (annualized)
+12.57%
5 Years (annualized)
+4.96%
10 Years (annualized)
+5.47%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+19.59%
Peer Avg (YTD)
+12.53%
vs Peers
+7.06%

IRSEX Mutual Fund Performance

IRSEX performance across multiple time periods: 1-month 1.96%, YTD 19.59%, 1-year 26.37%, 3-year 12.57%, 5-year 4.96%, 10-year 5.47%.

IRSEX returns outperform the peer average of 12.53% 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.