IRCAX Mutual Fund

IRCAX Mutual Fund

NAV$7.58
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Returns Overview

1 Month
-0.93%
3 Months
+0.54%
6 Months
+1.49%
YTD
+2.32%
1 Year
+6.74%
3 Years (annualized)
+6.81%
5 Years (annualized)
+2.17%
10 Years (annualized)
+4.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRCAX 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 Target Risk Conservative Index(^SPTGCU:SP)
This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
+3.39%
vs Peers
-1.07%

IRCAX Mutual Fund Performance

IRCAX performance across multiple time periods: 1-month -0.93%, YTD 2.32%, 1-year 6.74%, 3-year 6.81%, 5-year 2.17%, 10-year 4.12%.

IRCAX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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