IRCAX Mutual Fund

NAV$7.58

Returns Overview

3 Months
+4.13%
6 Months
+3.28%
YTD
+3.28%
1 Year
+16.18%
3 Years (annualized)
+10.08%
5 Years (annualized)
+4.11%
10 Years (annualized)
+5.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRCAX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Risk Conservative Index(^SPTGCU:SP)
This Mutual Fund (YTD)
+3.28%
Peer Avg (YTD)
+4.14%
vs Peers
-0.86%

IRCAX Mutual Fund Performance

IRCAX performance across multiple time periods: YTD 3.28%, 1-year 16.18%, 3-year 10.08%, 5-year 4.11%, 10-year 5.43%.

IRCAX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

IRCAX performance comparison shows side-by-side returns with another fund. IRCAX alternatives are available in the Mutual Fund Screener.