IRLSX Mutual Fund

NAV$77.87

Returns Overview

1 Month
-1.71%
3 Months
-4.25%
6 Months
+6.58%
YTD
-1.34%
1 Year
+14.18%
3 Years
+27.92%
5 Years
+15.74%
10 Years
+18.72%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IRLSX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Top 200 Growth(^RT200G)
This Mutual Fund (YTD)
-1.34%
Peer Avg (YTD)
+0.87%
vs Peers
-2.20%

IRLSX Mutual Fund Performance

IRLSX performance across multiple time periods: 1-month -1.71%, YTD -1.34%, 1-year 14.18%, 3-year 27.92%, 5-year 15.74%, 10-year 18.72%.

IRLSX returns trail the peer average of 0.87% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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