IRPSX Mutual Fund

NAV$7.36

Returns Overview

1 Month
+2.79%
3 Months
+7.20%
6 Months
+11.57%
YTD
+1.84%
1 Year
+12.34%
3 Years (annualized)
+10.90%
5 Years (annualized)
+11.79%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRPSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.84%
Peer Avg (YTD)
+2.25%
vs Peers
-0.41%

IRPSX Mutual Fund Performance

IRPSX performance across multiple time periods: 1-month 2.79%, YTD 1.84%, 1-year 12.34%, 3-year 10.90%, 5-year 11.79%, 10-year 11.38%.

IRPSX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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