IRSRX Mutual Fund

IRSRX Mutual Fund

NAV$14.93
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Returns Overview

1 Month
+3.21%
3 Months
+13.16%
6 Months
+17.23%
YTD
+16.95%
1 Year
+23.12%
3 Years (annualized)
+9.31%
5 Years (annualized)
+3.49%
10 Years (annualized)
+4.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRSRX 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
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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)
+16.95%
Peer Avg (YTD)
+11.24%
vs Peers
+5.71%

IRSRX Mutual Fund Performance

IRSRX performance across multiple time periods: 1-month 3.21%, YTD 16.95%, 1-year 23.12%, 3-year 9.31%, 5-year 3.49%, 10-year 4.89%.

IRSRX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

IRSRX performance comparison shows side-by-side returns with another fund. IRSRX alternatives are available in the Mutual Fund Screener.