IRSEX Mutual Fund

IRSEX Mutual Fund

NAV$14.47
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Returns Overview

1 Month
-5.20%
3 Months
-5.76%
6 Months
+6.84%
YTD
+10.54%
1 Year
+11.19%
3 Years (annualized)
+10.14%
5 Years (annualized)
+2.59%
10 Years (annualized)
+5.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRSEX 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 Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+10.54%
Peer Avg (YTD)
+4.73%
vs Peers
+5.81%

IRSEX Mutual Fund Performance

IRSEX performance across multiple time periods: 1-month -5.20%, YTD 10.54%, 1-year 11.19%, 3-year 10.14%, 5-year 2.59%, 10-year 5.61%.

IRSEX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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