IBRSX Mutual Fund

NAV$8.81

Returns Overview

6 Months
-3.58%
YTD
-3.68%
1 Year
-1.45%
3 Years (annualized)
+2.25%
5 Years (annualized)
-0.29%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBRSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
-3.68%
Peer Avg (YTD)
+3.23%
vs Peers
-6.91%

IBRSX Mutual Fund Performance

IBRSX performance across multiple time periods: YTD -3.68%, 1-year -1.45%, 3-year 2.25%, 5-year -0.29%, 10-year 1.74%.

IBRSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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