IRLIX Mutual Fund

IRLIX Mutual Fund

NAV$48.46
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Returns Overview

1 Month
-1.66%
3 Months
+1.42%
6 Months
+5.10%
YTD
+9.66%
1 Year
+9.66%
3 Years (annualized)
+22.93%
5 Years (annualized)
+11.61%
10 Years (annualized)
+15.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRLIX 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)
+9.66%
Peer Avg (YTD)
+17.72%
vs Peers
-8.05%

IRLIX Mutual Fund Performance

IRLIX performance across multiple time periods: 1-month -1.66%, YTD 9.66%, 1-year 9.66%, 3-year 22.93%, 5-year 11.61%, 10-year 15.33%.

IRLIX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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