IRSAX ETF

$14.48

Returns Overview

1 Month
-0.34%
3 Months
+2.99%
6 Months
+12.08%
YTD
+13.43%
1 Year
+18.52%
3 Years
+10.17%
5 Years
+3.75%
10 Years
+5.54%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IRSAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Ftse Nareit Equity Reits Index(FNRE)
This ETF (YTD)
+13.43%
Peer Avg (YTD)
+8.90%
vs Peers
+4.52%

IRSAX ETF Performance

IRSAX performance across multiple time periods: 1-month -0.34%, YTD 13.43%, 1-year 18.52%, 3-year 10.17%, 5-year 3.75%, 10-year 5.54%.

IRSAX returns outperform the peer average of 8.90% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this ETF.

IRSAX performance comparison shows side-by-side returns with another fund. IRSAX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.34%N/A
3 Months+2.99%N/A
6 Months+12.08%N/A
1 Year+18.52%N/A
3 Years+10.17%N/A
5 Years+3.75%N/A

All returns shown are total returns, not annualized