IRSSX Mutual Fund

IRSSX Mutual Fund

NAV$14.70
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Returns Overview

1 Month
-3.05%
3 Months
+4.92%
6 Months
+12.67%
YTD
+18.72%
1 Year
+33.64%
3 Years (annualized)
+14.45%
5 Years (annualized)
+6.51%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRSSX 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)
+18.72%
Peer Avg (YTD)
+15.31%
vs Peers
+3.41%

IRSSX Mutual Fund Performance

IRSSX performance across multiple time periods: 1-month -3.05%, YTD 18.72%, 1-year 33.64%, 3-year 14.45%, 5-year 6.51%, 10-year 10.01%.

IRSSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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