IRLCX Mutual Fund

NAV$50.38

Returns Overview

1 Month
-1.48%
3 Months
+15.28%
6 Months
+8.72%
YTD
+8.66%
1 Year
+21.35%
3 Years (annualized)
+20.93%
5 Years (annualized)
+13.33%
10 Years (annualized)
+15.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRLCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Top 200(^RT200)
This Mutual Fund (YTD)
+8.66%
Peer Avg (YTD)
+9.51%
vs Peers
-0.85%

IRLCX Mutual Fund Performance

IRLCX performance across multiple time periods: 1-month -1.48%, YTD 8.66%, 1-year 21.35%, 3-year 20.93%, 5-year 13.33%, 10-year 15.73%.

IRLCX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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