IRFIX Mutual Fund

IRFIX Mutual Fund

NAV$8.16
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Returns Overview

1 Month
-5.76%
3 Months
-6.18%
6 Months
-4.08%
YTD
-6.82%
1 Year
-5.81%
3 Years (annualized)
+5.47%
5 Years (annualized)
-3.51%
10 Years (annualized)
+2.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRFIX 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
FTSE EPRA Nareit Developed exUS Real Estate Indexnet(FTSEEPRANDEUREI)
This Mutual Fund (YTD)
-6.82%
Peer Avg (YTD)
+4.73%
vs Peers
-11.55%

IRFIX Mutual Fund Performance

IRFIX performance across multiple time periods: 1-month -5.76%, YTD -6.82%, 1-year -5.81%, 3-year 5.47%, 5-year -3.51%, 10-year 2.48%.

IRFIX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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