IRLCX Mutual Fund

IRLCX Mutual Fund

NAV$49.77
See how much of IRLCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.33%
3 Months
+3.72%
6 Months
+7.39%
YTD
+8.30%
1 Year
+18.27%
3 Years (annualized)
+19.53%
5 Years (annualized)
+12.69%
10 Years (annualized)
+15.29%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Top 200(^RT200)
This Mutual Fund (YTD)
+8.30%
Peer Avg (YTD)
+9.41%
vs Peers
-1.11%

IRLCX Mutual Fund Performance

IRLCX performance across multiple time periods: 1-month -0.33%, YTD 8.30%, 1-year 18.27%, 3-year 19.53%, 5-year 12.69%, 10-year 15.29%.

IRLCX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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