IRSCX Mutual Fund

IRSCX Mutual Fund

NAV$13.06
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Returns Overview

1 Month
+1.91%
3 Months
+4.70%
6 Months
+17.10%
YTD
+18.80%
1 Year
+24.97%
3 Years (annualized)
+11.28%
5 Years (annualized)
+3.72%
10 Years (annualized)
+4.90%

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)
+18.80%
Peer Avg (YTD)
+12.53%
vs Peers
+6.26%

IRSCX Mutual Fund Performance

IRSCX performance across multiple time periods: 1-month 1.91%, YTD 18.80%, 1-year 24.97%, 3-year 11.28%, 5-year 3.72%, 10-year 4.90%.

IRSCX returns outperform the peer average of 12.53% 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.