IRSTX Mutual Fund

IRSTX Mutual Fund

NAV$6.83
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Returns Overview

1 Month
-0.44%
3 Months
+0.23%
6 Months
+0.58%
YTD
+0.72%
1 Year
+4.47%
3 Years (annualized)
+6.60%
5 Years (annualized)
+2.48%
10 Years (annualized)
+4.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRSTX 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
Bloomberg Barclays High Yield Bond - 2% Issuer Constrained Composite Index(I30765)
This Mutual Fund (YTD)
+0.72%
Peer Avg (YTD)
+0.12%
vs Peers
+0.60%

IRSTX Mutual Fund Performance

IRSTX performance across multiple time periods: 1-month -0.44%, YTD 0.72%, 1-year 4.47%, 3-year 6.60%, 5-year 2.48%, 10-year 4.01%.

IRSTX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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