IRSNX Mutual Fund

NAV$16.07

Returns Overview

3 Months
+10.65%
6 Months
+9.36%
YTD
+8.84%
1 Year
+18.85%
3 Years (annualized)
+15.26%
5 Years (annualized)
+7.86%
10 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRSNX 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 Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+8.84%
Peer Avg (YTD)
+7.64%
vs Peers
+1.20%

IRSNX Mutual Fund Performance

IRSNX performance across multiple time periods: YTD 8.84%, 1-year 18.85%, 3-year 15.26%, 5-year 7.86%, 10-year 10.18%.

IRSNX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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