IRCAX Mutual Fund

IRCAX Mutual Fund

NAV$7.42
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Returns Overview

1 Month
+0.80%
3 Months
-0.13%
6 Months
+1.21%
YTD
+3.14%
1 Year
+5.84%
3 Years (annualized)
+7.29%
5 Years (annualized)
+2.17%
10 Years (annualized)
+4.20%

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)
+3.14%
Peer Avg (YTD)
+3.78%
vs Peers
-0.63%

IRCAX Mutual Fund Performance

IRCAX performance across multiple time periods: 1-month 0.80%, YTD 3.14%, 1-year 5.84%, 3-year 7.29%, 5-year 2.17%, 10-year 4.20%.

IRCAX returns trail the peer average of 3.78% 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.