IRSRX Mutual Fund

IRSRX Mutual Fund

NAV$14.75
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Returns Overview

1 Month
+2.39%
3 Months
-5.42%
6 Months
-0.41%
YTD
+13.81%
1 Year
+35.25%
3 Years (annualized)
+31.10%
5 Years (annualized)
+19.32%
10 Years (annualized)
+18.56%

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
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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)
+13.81%
Peer Avg (YTD)
+7.23%
vs Peers
+6.59%

IRSRX Mutual Fund Performance

IRSRX performance across multiple time periods: 1-month 2.39%, YTD 13.81%, 1-year 35.25%, 3-year 31.10%, 5-year 19.32%, 10-year 18.56%.

IRSRX returns outperform the peer average of 7.23% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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