IRFRX Mutual Fund

IRFRX Mutual Fund

NAV$8.23
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Returns Overview

1 Month
-5.82%
3 Months
-6.24%
6 Months
-4.39%
YTD
-7.19%
1 Year
-6.33%
3 Years (annualized)
+4.94%
5 Years (annualized)
-4.15%
10 Years (annualized)
+1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRFRX 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
FTSE EPRA Nareit Developed exUS Real Estate Indexnet(FTSEEPRANDEUREI)
This Mutual Fund (YTD)
-7.19%
Peer Avg (YTD)
+4.73%
vs Peers
-11.93%

IRFRX Mutual Fund Performance

IRFRX performance across multiple time periods: 1-month -5.82%, YTD -7.19%, 1-year -6.33%, 3-year 4.94%, 5-year -4.15%, 10-year 1.84%.

IRFRX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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