Find A Portfolio/Ticker
Comparison Box
IFUNX: IRON STRATEGIC INCOME FUND IRON STRATEGIC INCOME FUND - INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Nontraditional Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/10/2006 |
Last Dividend Date: | 03/12/2021 |
12-Mo. Yield | 0.06% |
Expenses | 1.73% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/30/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/11/2006 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 6.1 | 1.1 | 1.3 | 1.8 | 3.7 | -0.4 | -1.9 | 7.1 | -2.2 | 2.9 | 5.4 | -3.0 | 0.0 | 6.3 | 7.3 | 0.6 | 11.3 | 34.3 | -11.0 | -0.4 | 3.0 |
Sharpe Ratio | NA | 2.21 | 0.06 | 0.16 | 0.45 | 0.85 | -0.73 | -0.35 | 3.12 | -2.05 | 1.17 | 1.39 | -1.29 | 0.0 | 2.48 | 2.52 | 0.13 | 2.47 | 6.55 | -3.28 | -0.8 | 7.85 |
Draw Down(%) | NA | 1.7 | 13.2 | 13.2 | 13.2 | 16.0 | 0.9 | 13.2 | 0.9 | 3.1 | 1.7 | 2.9 | 5.4 | 4.7 | 2.3 | 2.4 | 8.3 | 2.8 | 2.1 | 13.7 | 3.9 | 0.3 |
Standard Deviation(%) | NA | 2.7 | 3.8 | 3.3 | 3.2 | 3.6 | 1.5 | 6.2 | 1.8 | 1.7 | 1.9 | 3.7 | 2.4 | 2.2 | 2.5 | 2.9 | 4.2 | 4.5 | 5.2 | 3.6 | 4.3 | 1.3 |
Treynor Ratio | NA | 0.63 | 0.02 | 0.05 | 0.21 | 0.79 | -0.27 | -0.19 | 0.56 | -0.76 | 0.14 | 0.36 | -0.88 | 0.0 | -38.46 | 2.51 | -0.4 | 4.38 | 40.17 | NA | -1.4 | 5.37 |
Alpha | NA | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | -0.02 | 0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | 0.03 | 0.0 | 0.04 | 0.12 | -0.05 | -0.01 | 0.04 |
Beta | NA | 0.1 | 0.1 | 0.1 | 0.07 | 0.04 | 0.04 | 0.11 | 0.1 | 0.05 | 0.15 | 0.14 | 0.03 | 0.05 | 0.0 | 0.03 | -0.01 | 0.03 | 0.01 | 0.0 | 0.02 | 0.02 |
RSquared | NA | 0.39 | 0.37 | 0.35 | 0.14 | 0.05 | 0.16 | 0.4 | 0.49 | 0.21 | 0.29 | 0.26 | 0.05 | 0.08 | 0.0 | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 |
Yield(%) | N/A | 2.3 | 3.0 | 3.0 | 3.6 | N/A | 0.1 | 2.6 | 4.2 | 2.8 | 3.3 | 2.3 | 3.5 | 6.5 | 3.6 | 4.8 | 7.7 | 7.0 | 5.7 | 0.0 | 1.1 | 1.5 |
Dividend Growth(%) | N/A | -46.2 | -1.1 | -44.9 | N/A | N/A | -96.3 | -35.7 | 44.8 | -17.1 | 52.2 | -39.5 | -49.3 | 82.9 | -22.6 | -41.8 | 13.7 | 56.9 | N/A | -100.0 | -26.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/11/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Nontraditional Bond Asset Class Trend Rankings |
Top Rated Funds in Nontraditional Bond
Best Mutual Funds
- EIGMX (EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND CLASS I) (100%)
- JSOAX (JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS A) (99%)
- MSDIX (MAINSTAY UNCONSTRAINED BOND FUND CLASS I) (95%)
- CUBCX (CALVERT UNCONSTRAINED BOND FUND CLASS C) (94%)
- PFIIX (PIMCO FLOATING INCOME FUND INSTITUTIONAL) (93%)
- ACFIX (THE ARBITRAGE CREDIT OPPORTUNITIES FUND CLASS I) (92%)
- MWSIX (METROPOLITAN WEST STRATEGIC INCOME FUND CLASS I) (91%)
- BSIIX (BlackRock Strategic Income Opps Instl) (89%)
- PFIUX (PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL) (88%)
- PFTPX (PIMCO FLOATING INCOME FUND CLASS P) (87%)