IARRX Mutual Fund

IARRX Mutual Fund

NAV$18.16
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Returns Overview

1 Month
+4.31%
3 Months
-4.36%
6 Months
-0.26%
YTD
+11.95%
1 Year
+12.22%
3 Years (annualized)
+10.38%
5 Years (annualized)
-0.20%
10 Years (annualized)
+4.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IARRX 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)
+11.95%
Peer Avg (YTD)
+7.37%
vs Peers
+4.58%

IARRX Mutual Fund Performance

IARRX performance across multiple time periods: 1-month 4.31%, YTD 11.95%, 1-year 12.22%, 3-year 10.38%, 5-year -0.20%, 10-year 4.08%.

IARRX returns outperform the peer average of 7.37% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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