IARCX Mutual Fund

IARCX Mutual Fund

NAV$18.24
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Returns Overview

1 Month
+2.52%
3 Months
+4.14%
6 Months
+14.25%
YTD
+16.78%
1 Year
+17.07%
3 Years (annualized)
+6.49%
5 Years (annualized)
+0.67%
10 Years (annualized)
+3.58%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.78%
Peer Avg (YTD)
+12.53%
vs Peers
+4.25%

IARCX Mutual Fund Performance

IARCX performance across multiple time periods: 1-month 2.52%, YTD 16.78%, 1-year 17.07%, 3-year 6.49%, 5-year 0.67%, 10-year 3.58%.

IARCX returns outperform the peer average of 12.53% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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