IRSOX Mutual Fund

IRSOX Mutual Fund

NAV$16.99
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Returns Overview

1 Month
-0.99%
3 Months
+3.04%
6 Months
+6.81%
YTD
+9.15%
1 Year
+19.49%
3 Years (annualized)
+15.54%
5 Years (annualized)
+8.69%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRSOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+9.15%
Peer Avg (YTD)
+6.99%
vs Peers
+2.16%

IRSOX Mutual Fund Performance

IRSOX performance across multiple time periods: 1-month -0.99%, YTD 9.15%, 1-year 19.49%, 3-year 15.54%, 5-year 8.69%, 10-year 10.72%.

IRSOX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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