IRCZX Mutual Fund

NAV$15.82

Returns Overview

1 Month
-2.43%
3 Months
+7.62%
6 Months
+11.96%
YTD
+10.74%
1 Year
+19.87%
3 Years (annualized)
+19.04%
5 Years (annualized)
+7.84%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRCZX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+10.74%
Peer Avg (YTD)
+9.16%
vs Peers
+1.58%

IRCZX Mutual Fund Performance

IRCZX performance across multiple time periods: 1-month -2.43%, YTD 10.74%, 1-year 19.87%, 3-year 19.04%, 5-year 7.84%, 10-year 8.93%.

IRCZX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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