IRLSX Mutual Fund

IRLSX Mutual Fund

NAV$77.66
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Returns Overview

1 Month
+3.94%
3 Months
-4.21%
6 Months
+9.37%
YTD
+3.97%
1 Year
+11.10%
3 Years (annualized)
+20.81%
5 Years (annualized)
+12.23%
10 Years (annualized)
+18.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
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 Growth(^RT200G)
This Mutual Fund (YTD)
+3.97%
Peer Avg (YTD)
+8.51%
vs Peers
-4.54%

IRLSX Mutual Fund Performance

IRLSX performance across multiple time periods: 1-month 3.94%, YTD 3.97%, 1-year 11.10%, 3-year 20.81%, 5-year 12.23%, 10-year 18.23%.

IRLSX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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