IRCIX Mutual Fund

IRCIX Mutual Fund

NAV$12.97
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Returns Overview

1 Month
-5.36%
3 Months
-7.44%
6 Months
+12.42%
YTD
+12.16%
1 Year
+15.62%
3 Years (annualized)
+16.72%
5 Years (annualized)
+6.14%
10 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRCIX 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)
+12.16%
Peer Avg (YTD)
+10.34%
vs Peers
+1.82%

IRCIX Mutual Fund Performance

IRCIX performance across multiple time periods: 1-month -5.36%, YTD 12.16%, 1-year 15.62%, 3-year 16.72%, 5-year 6.14%, 10-year 9.72%.

IRCIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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