IRSTX Mutual Fund

IRSTX Mutual Fund

NAV$6.94
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Returns Overview

1 Month
+0.12%
3 Months
+2.11%
6 Months
+1.17%
YTD
+1.17%
1 Year
+5.03%
3 Years (annualized)
+7.13%
5 Years (annualized)
+2.57%
10 Years (annualized)
+4.47%

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
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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
Bloomberg Barclays High Yield Bond - 2% Issuer Constrained Composite Index(I30765)
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
+3.23%
vs Peers
-2.06%

IRSTX Mutual Fund Performance

IRSTX performance across multiple time periods: 1-month 0.12%, YTD 1.17%, 1-year 5.03%, 3-year 7.13%, 5-year 2.57%, 10-year 4.47%.

IRSTX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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