IRCSX Mutual Fund

IRCSX Mutual Fund

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Returns Overview

1 Month
-1.38%
3 Months
-2.15%
6 Months
+1.28%
YTD
+10.34%
1 Year
+19.88%
3 Years (annualized)
+16.55%
5 Years (annualized)
+6.97%
10 Years (annualized)
+7.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRCSX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+10.34%
Peer Avg (YTD)
+8.67%
vs Peers
+1.67%

IRCSX Mutual Fund Performance

IRCSX performance across multiple time periods: 1-month -1.38%, YTD 10.34%, 1-year 19.88%, 3-year 16.55%, 5-year 6.97%, 10-year 7.98%.

IRCSX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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