IRSQX Mutual Fund

IRSQX Mutual Fund

NAV$17.70
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Returns Overview

1 Month
+2.54%
3 Months
+1.43%
6 Months
+8.57%
YTD
+13.07%
1 Year
+21.39%
3 Years (annualized)
+19.01%
5 Years (annualized)
+9.75%
10 Years (annualized)
+11.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRSQX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+13.07%
Peer Avg (YTD)
+8.76%
vs Peers
+4.31%

IRSQX Mutual Fund Performance

IRSQX performance across multiple time periods: 1-month 2.54%, YTD 13.07%, 1-year 21.39%, 3-year 19.01%, 5-year 9.75%, 10-year 11.69%.

IRSQX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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