IRCSX Mutual Fund

IRCSX Mutual Fund

NAV$15.81
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Returns Overview

1 Month
+6.85%
3 Months
+2.82%
6 Months
+2.95%
YTD
+17.90%
1 Year
+24.82%
3 Years (annualized)
+21.05%
5 Years (annualized)
+8.17%
10 Years (annualized)
+8.69%

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)
+17.90%
Peer Avg (YTD)
+9.98%
vs Peers
+7.92%

IRCSX Mutual Fund Performance

IRCSX performance across multiple time periods: 1-month 6.85%, YTD 17.90%, 1-year 24.82%, 3-year 21.05%, 5-year 8.17%, 10-year 8.69%.

IRCSX returns outperform the peer average of 9.98% 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.