IRSCX Mutual Fund

IRSCX Mutual Fund

NAV$12.63
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Returns Overview

1 Month
-2.60%
3 Months
+2.37%
6 Months
+5.17%
YTD
+15.71%
1 Year
+16.45%
3 Years (annualized)
+11.44%
5 Years (annualized)
+2.81%
10 Years (annualized)
+4.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRSCX 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
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+15.71%
Peer Avg (YTD)
+9.10%
vs Peers
+6.61%

IRSCX Mutual Fund Performance

IRSCX performance across multiple time periods: 1-month -2.60%, YTD 15.71%, 1-year 16.45%, 3-year 11.44%, 5-year 2.81%, 10-year 4.17%.

IRSCX returns outperform the peer average of 9.10% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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