IARIX Mutual Fund

IARIX Mutual Fund

NAV$18.09
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Returns Overview

1 Month
+4.39%
3 Months
-4.22%
6 Months
+0.04%
YTD
+12.60%
1 Year
+12.97%
3 Years (annualized)
+11.07%
5 Years (annualized)
+0.42%
10 Years (annualized)
+4.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IARIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.60%
Peer Avg (YTD)
+13.65%
vs Peers
-1.05%

IARIX Mutual Fund Performance

IARIX performance across multiple time periods: 1-month 4.39%, YTD 12.60%, 1-year 12.97%, 3-year 11.07%, 5-year 0.42%, 10-year 4.71%.

IARIX returns trail the peer average of 13.65% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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