IRCZX Mutual Fund

IRCZX Mutual Fund

NAV$14.34
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Returns Overview

1 Month
-5.24%
3 Months
-1.46%
6 Months
-3.58%
YTD
+7.62%
1 Year
+12.52%
3 Years (annualized)
+21.64%
5 Years (annualized)
+6.78%
10 Years (annualized)
+8.07%

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
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📉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)
+7.62%
Peer Avg (YTD)
+7.47%
vs Peers
+0.14%

IRCZX Mutual Fund Performance

IRCZX performance across multiple time periods: 1-month -5.24%, YTD 7.62%, 1-year 12.52%, 3-year 21.64%, 5-year 6.78%, 10-year 8.07%.

IRCZX returns outperform the peer average of 7.47% 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.