IRSRX Mutual Fund

IRSRX Mutual Fund

NAV$13.88
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Returns Overview

1 Month
-5.23%
3 Months
-5.88%
6 Months
+6.51%
YTD
+10.08%
1 Year
+10.50%
3 Years (annualized)
+9.36%
5 Years (annualized)
+1.90%
10 Years (annualized)
+4.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRSRX 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 Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+10.08%
Peer Avg (YTD)
+4.73%
vs Peers
+5.34%

IRSRX Mutual Fund Performance

IRSRX performance across multiple time periods: 1-month -5.23%, YTD 10.08%, 1-year 10.50%, 3-year 9.36%, 5-year 1.90%, 10-year 4.86%.

IRSRX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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