IRCZX Mutual Fund

IRCZX Mutual Fund

NAV$15.82
See how much of IRCZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.38%
3 Months
-2.15%
6 Months
+1.28%
YTD
+10.42%
1 Year
+20.01%
3 Years (annualized)
+16.78%
5 Years (annualized)
+7.21%
10 Years (annualized)
+8.24%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+10.42%
Peer Avg (YTD)
+8.67%
vs Peers
+1.75%

IRCZX Mutual Fund Performance

IRCZX performance across multiple time periods: 1-month -1.38%, YTD 10.42%, 1-year 20.01%, 3-year 16.78%, 5-year 7.21%, 10-year 8.24%.

IRCZX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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