IRSCX Mutual Fund

NAV$13.75

Returns Overview

1 Month
+3.13%
3 Months
+13.03%
6 Months
+16.87%
YTD
+16.57%
1 Year
+22.45%
3 Years (annualized)
+8.61%
5 Years (annualized)
+5.17%
10 Years (annualized)
+5.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRSCX 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
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+16.57%
Peer Avg (YTD)
+11.24%
vs Peers
+5.32%

IRSCX Mutual Fund Performance

IRSCX performance across multiple time periods: 1-month 3.13%, YTD 16.57%, 1-year 22.45%, 3-year 8.61%, 5-year 5.17%, 10-year 5.44%.

IRSCX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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