IRLAX Mutual Fund

IRLAX Mutual Fund

NAV$75.89
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Returns Overview

1 Month
+2.63%
3 Months
+1.19%
6 Months
+18.21%
YTD
+6.54%
1 Year
+7.29%
3 Years (annualized)
+20.50%
5 Years (annualized)
+11.93%
10 Years (annualized)
+17.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRLAX 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
Russell Top 200 Growth(^RT200G)
This Mutual Fund (YTD)
+6.54%
Peer Avg (YTD)
+8.68%
vs Peers
-2.14%

IRLAX Mutual Fund Performance

IRLAX performance across multiple time periods: 1-month 2.63%, YTD 6.54%, 1-year 7.29%, 3-year 20.50%, 5-year 11.93%, 10-year 17.94%.

IRLAX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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