IRFRX Mutual Fund

NAV$9.08

Returns Overview

1 Month
-2.40%
3 Months
+1.97%
6 Months
-1.24%
YTD
-1.02%
1 Year
+2.27%
3 Years (annualized)
+5.51%
5 Years (annualized)
-3.59%
10 Years (annualized)
+2.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRFRX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed exUS Real Estate Indexnet(FTSEEPRANDEUREI)
This Mutual Fund (YTD)
-1.02%
Peer Avg (YTD)
+11.24%
vs Peers
-12.27%

IRFRX Mutual Fund Performance

IRFRX performance across multiple time periods: 1-month -2.40%, YTD -1.02%, 1-year 2.27%, 3-year 5.51%, 5-year -3.59%, 10-year 2.42%.

IRFRX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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