IRSQX Mutual Fund

IRSQX Mutual Fund

NAV$17.21
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Returns Overview

1 Month
-1.09%
3 Months
-0.23%
6 Months
+3.17%
YTD
+10.01%
1 Year
+12.27%
3 Years (annualized)
+20.83%
5 Years (annualized)
+8.94%
10 Years (annualized)
+11.57%

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
PROUpgrade to run

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)
+10.01%
Peer Avg (YTD)
+6.70%
vs Peers
+3.31%

IRSQX Mutual Fund Performance

IRSQX performance across multiple time periods: 1-month -1.09%, YTD 10.01%, 1-year 12.27%, 3-year 20.83%, 5-year 8.94%, 10-year 11.57%.

IRSQX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.40%, 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.