IARFX Mutual Fund

IARFX Mutual Fund

NAV$17.16
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Returns Overview

1 Month
-5.79%
3 Months
-5.84%
6 Months
+4.47%
YTD
+7.85%
1 Year
+6.18%
3 Years (annualized)
+8.00%
5 Years (annualized)
+0.96%
10 Years (annualized)
+4.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IARFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.85%
Peer Avg (YTD)
+4.73%
vs Peers
+3.12%

IARFX Mutual Fund Performance

IARFX performance across multiple time periods: 1-month -5.79%, YTD 7.85%, 1-year 6.18%, 3-year 8.00%, 5-year 0.96%, 10-year 4.07%.

IARFX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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