IARCX Mutual Fund

IARCX Mutual Fund

NAV$16.63
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Returns Overview

1 Month
-2.73%
3 Months
+1.36%
6 Months
+3.55%
YTD
+13.60%
1 Year
+11.30%
3 Years (annualized)
+6.72%
5 Years (annualized)
-0.23%
10 Years (annualized)
+3.61%

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)
+13.60%
Peer Avg (YTD)
+9.10%
vs Peers
+4.50%

IARCX Mutual Fund Performance

IARCX performance across multiple time periods: 1-month -2.73%, YTD 13.60%, 1-year 11.30%, 3-year 6.72%, 5-year -0.23%, 10-year 3.61%.

IARCX returns outperform the peer average of 9.10% 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.