IIRLX Mutual Fund

IIRLX Mutual Fund

NAV$50.05
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Returns Overview

1 Month
-1.63%
3 Months
+1.54%
6 Months
+5.37%
YTD
+10.11%
1 Year
+10.18%
3 Years (annualized)
+23.54%
5 Years (annualized)
+12.16%
10 Years (annualized)
+15.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIRLX 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
Russell Top 200(^RT200)
This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+17.72%
vs Peers
-7.60%

IIRLX Mutual Fund Performance

IIRLX performance across multiple time periods: 1-month -1.63%, YTD 10.11%, 1-year 10.18%, 3-year 23.54%, 5-year 12.16%, 10-year 15.90%.

IIRLX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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