IARRX Mutual Fund

IARRX Mutual Fund

NAV$17.25
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Returns Overview

1 Month
-5.82%
3 Months
-5.98%
6 Months
+4.16%
YTD
+7.32%
1 Year
+5.42%
3 Years (annualized)
+7.25%
5 Years (annualized)
+0.27%
10 Years (annualized)
+3.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IARRX 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)
+7.32%
Peer Avg (YTD)
+4.73%
vs Peers
+2.59%

IARRX Mutual Fund Performance

IARRX performance across multiple time periods: 1-month -5.82%, YTD 7.32%, 1-year 5.42%, 3-year 7.25%, 5-year 0.27%, 10-year 3.51%.

IARRX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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