INRSX Mutual Fund

NAV$25.67

Returns Overview

1 Month
-8.37%
3 Months
-8.83%
6 Months
+8.38%
YTD
+6.37%
1 Year
+36.54%
3 Years (annualized)
+15.78%
5 Years (annualized)
+14.02%
10 Years (annualized)
+7.03%

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
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)
+6.37%
Peer Avg (YTD)
+11.40%
vs Peers
-5.02%

INRSX Mutual Fund Performance

INRSX performance across multiple time periods: 1-month -8.37%, YTD 6.37%, 1-year 36.54%, 3-year 15.78%, 5-year 14.02%, 10-year 7.03%.

INRSX returns trail the peer average of 11.40% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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