IRCPX Mutual Fund

NAV$7.73

Returns Overview

1 Month
+0.13%
3 Months
+4.17%
6 Months
+3.48%
YTD
+3.34%
1 Year
+16.38%
3 Years (annualized)
+10.29%
5 Years (annualized)
+4.36%
10 Years (annualized)
+5.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRCPX 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 Target Risk Conservative Index(^SPTGCU:SP)
This Mutual Fund (YTD)
+3.34%
Peer Avg (YTD)
+4.14%
vs Peers
-0.81%

IRCPX Mutual Fund Performance

IRCPX performance across multiple time periods: 1-month 0.13%, YTD 3.34%, 1-year 16.38%, 3-year 10.29%, 5-year 4.36%, 10-year 5.44%.

IRCPX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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