IRCSX Mutual Fund

NAV$15.01

Returns Overview

1 Month
-2.43%
3 Months
+7.62%
6 Months
+11.89%
YTD
+10.75%
1 Year
+19.74%
3 Years (annualized)
+18.79%
5 Years (annualized)
+7.59%
10 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRCSX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+10.75%
Peer Avg (YTD)
+9.16%
vs Peers
+1.59%

IRCSX Mutual Fund Performance

IRCSX performance across multiple time periods: 1-month -2.43%, YTD 10.75%, 1-year 19.74%, 3-year 18.79%, 5-year 7.59%, 10-year 8.67%.

IRCSX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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