IARIX Mutual Fund

IARIX Mutual Fund

NAV$17.17
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Returns Overview

1 Month
-5.75%
3 Months
-5.86%
6 Months
+4.43%
YTD
+7.86%
1 Year
+6.09%
3 Years (annualized)
+7.90%
5 Years (annualized)
+0.88%
10 Years (annualized)
+4.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IARIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.86%
Peer Avg (YTD)
+4.73%
vs Peers
+3.12%

IARIX Mutual Fund Performance

IARIX performance across multiple time periods: 1-month -5.75%, YTD 7.86%, 1-year 6.09%, 3-year 7.90%, 5-year 0.88%, 10-year 4.14%.

IARIX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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