IRSOX Mutual Fund

NAV$17.29

Returns Overview

1 Month
-0.06%
3 Months
+12.34%
6 Months
+10.89%
YTD
+10.24%
1 Year
+21.60%
3 Years (annualized)
+17.03%
5 Years (annualized)
+9.10%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRSOX 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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+10.24%
Peer Avg (YTD)
+7.64%
vs Peers
+2.61%

IRSOX Mutual Fund Performance

IRSOX performance across multiple time periods: 1-month -0.06%, YTD 10.24%, 1-year 21.60%, 3-year 17.03%, 5-year 9.10%, 10-year 11.22%.

IRSOX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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