IRFZX Mutual Fund

NAV$8.97

Returns Overview

1 Month
+0.45%
3 Months
-5.28%
6 Months
-5.28%
YTD
-1.43%
1 Year
+2.81%
3 Years (annualized)
+6.10%
5 Years (annualized)
-3.07%
10 Years (annualized)
+2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRFZX 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)
-1.43%
Peer Avg (YTD)
+11.24%
vs Peers
-12.67%

IRFZX Mutual Fund Performance

IRFZX performance across multiple time periods: 1-month 0.45%, YTD -1.43%, 1-year 2.81%, 3-year 6.10%, 5-year -3.07%, 10-year 2.90%.

IRFZX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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