IRLCX Mutual Fund

IRLCX Mutual Fund

NAV$51.08
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Returns Overview

1 Month
+3.01%
3 Months
+1.15%
6 Months
+12.53%
YTD
+11.56%
1 Year
+19.49%
3 Years (annualized)
+21.25%
5 Years (annualized)
+12.71%
10 Years (annualized)
+15.62%

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
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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
Russell Top 200(^RT200)
This Mutual Fund (YTD)
+11.56%
Peer Avg (YTD)
+11.21%
vs Peers
+0.35%

IRLCX Mutual Fund Performance

IRLCX performance across multiple time periods: 1-month 3.01%, YTD 11.56%, 1-year 19.49%, 3-year 21.25%, 5-year 12.71%, 10-year 15.62%.

IRLCX returns outperform the peer average of 11.21% 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.