IRSEX ETF

$14.95

Returns Overview

1 Month
-0.27%
3 Months
+3.06%
6 Months
+12.34%
YTD
+13.57%
1 Year
+19.01%
3 Years
+10.65%
5 Years
+4.19%
10 Years
+6.04%

Risk Metrics (1-Year)

No risk data available for this ETF

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
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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)
+13.57%
Peer Avg (YTD)
+8.90%
vs Peers
+4.67%

IRSEX ETF Performance

IRSEX performance across multiple time periods: 1-month -0.27%, YTD 13.57%, 1-year 19.01%, 3-year 10.65%, 5-year 4.19%, 10-year 6.04%.

IRSEX returns outperform the peer average of 8.90% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.27%N/A
3 Months+3.06%N/A
6 Months+12.34%N/A
1 Year+19.01%N/A
3 Years+10.65%N/A
5 Years+4.19%N/A

All returns shown are total returns, not annualized