IRLSX Mutual Fund

NAV$74.36

Returns Overview

1 Month
-2.89%
3 Months
+16.90%
6 Months
+5.01%
YTD
+5.41%
1 Year
+17.85%
3 Years (annualized)
+22.45%
5 Years (annualized)
+14.21%
10 Years (annualized)
+18.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRLSX 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
Russell Top 200 Growth(^RT200G)
This Mutual Fund (YTD)
+5.41%
Peer Avg (YTD)
+8.97%
vs Peers
-3.57%

IRLSX Mutual Fund Performance

IRLSX performance across multiple time periods: 1-month -2.89%, YTD 5.41%, 1-year 17.85%, 3-year 22.45%, 5-year 14.21%, 10-year 18.84%.

IRLSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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