IRLCX Mutual Fund

IRLCX Mutual Fund

NAV$49.11
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Returns Overview

1 Month
-1.64%
3 Months
+1.48%
6 Months
+5.26%
YTD
+9.91%
1 Year
+9.95%
3 Years (annualized)
+23.25%
5 Years (annualized)
+11.90%
10 Years (annualized)
+15.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRLCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Top 200(^RT200)
This Mutual Fund (YTD)
+9.91%
Peer Avg (YTD)
+17.72%
vs Peers
-7.81%

IRLCX Mutual Fund Performance

IRLCX performance across multiple time periods: 1-month -1.64%, YTD 9.91%, 1-year 9.95%, 3-year 23.25%, 5-year 11.90%, 10-year 15.63%.

IRLCX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

IRLCX vs another fund shows side-by-side returns. IRLCX alternatives are available in the Mutual Fund Screener.