INRSX Mutual Fund

INRSX Mutual Fund

NAV$27.42
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Returns Overview

1 Month
+5.40%
3 Months
-4.83%
6 Months
+3.46%
YTD
+14.23%
1 Year
+43.00%
3 Years (annualized)
+15.14%
5 Years (annualized)
+15.74%
10 Years (annualized)
+7.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INRSX 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)
+14.23%
Peer Avg (YTD)
+17.07%
vs Peers
-2.84%

INRSX Mutual Fund Performance

INRSX performance across multiple time periods: 1-month 5.40%, YTD 14.23%, 1-year 43.00%, 3-year 15.14%, 5-year 15.74%, 10-year 7.60%.

INRSX returns trail the peer average of 17.07% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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