IRSIX Mutual Fund

IRSIX Mutual Fund

NAV$12.81
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Returns Overview

1 Month
+0.55%
3 Months
-3.95%
6 Months
+0.67%
YTD
+13.80%
1 Year
+14.15%
3 Years (annualized)
+19.87%
5 Years (annualized)
+4.76%
10 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRSIX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.80%
Peer Avg (YTD)
+14.00%
vs Peers
-0.20%

IRSIX Mutual Fund Performance

IRSIX performance across multiple time periods: 1-month 0.55%, YTD 13.80%, 1-year 14.15%, 3-year 19.87%, 5-year 4.76%, 10-year 9.57%.

IRSIX returns trail the peer average of 14.00% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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