IARCX Mutual Fund

NAV$18.23

Returns Overview

1 Month
+1.64%
3 Months
+10.61%
6 Months
+14.06%
YTD
+13.92%
1 Year
+12.08%
3 Years (annualized)
+6.21%
5 Years (annualized)
+0.99%
10 Years (annualized)
+3.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IARCX 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 500 Index(SPX)
This Mutual Fund (YTD)
+13.92%
Peer Avg (YTD)
+11.24%
vs Peers
+2.67%

IARCX Mutual Fund Performance

IARCX performance across multiple time periods: 1-month 1.64%, YTD 13.92%, 1-year 12.08%, 3-year 6.21%, 5-year 0.99%, 10-year 3.75%.

IARCX returns outperform the peer average of 11.24% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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