IRLIX Mutual Fund

IRLIX Mutual Fund

NAV$50.34
See how much of IRLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.14%
3 Months
+2.77%
6 Months
+18.39%
YTD
+11.51%
1 Year
+14.68%
3 Years (annualized)
+20.92%
5 Years (annualized)
+12.42%
10 Years (annualized)
+15.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRLIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Top 200(^RT200)
This Mutual Fund (YTD)
+11.51%
Peer Avg (YTD)
+9.98%
vs Peers
+1.53%

IRLIX Mutual Fund Performance

IRLIX performance across multiple time periods: 1-month 0.14%, YTD 11.51%, 1-year 14.68%, 3-year 20.92%, 5-year 12.42%, 10-year 15.33%.

IRLIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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