IIRSX Mutual Fund

IIRSX Mutual Fund

NAV$13.70
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Returns Overview

1 Month
+0.98%
3 Months
+1.61%
6 Months
+12.98%
YTD
+20.00%
1 Year
+26.40%
3 Years (annualized)
+17.18%
5 Years (annualized)
+6.55%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIRSX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.00%
Peer Avg (YTD)
+15.20%
vs Peers
+4.80%

IIRSX Mutual Fund Performance

IIRSX performance across multiple time periods: 1-month 0.98%, YTD 20.00%, 1-year 26.40%, 3-year 17.18%, 5-year 6.55%, 10-year 10.23%.

IIRSX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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