IRTCX Mutual Fund

IRTCX Mutual Fund

NAV$28.72
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Returns Overview

1 Month
+1.40%
3 Months
+6.43%
6 Months
+3.76%
YTD
+10.26%
1 Year
+15.50%
3 Years (annualized)
+14.34%
5 Years (annualized)
+9.64%
10 Years (annualized)
+8.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRTCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.26%
Peer Avg (YTD)
+12.44%
vs Peers
-2.17%

IRTCX Mutual Fund Performance

IRTCX performance across multiple time periods: 1-month 1.40%, YTD 10.26%, 1-year 15.50%, 3-year 14.34%, 5-year 9.64%, 10-year 8.08%.

IRTCX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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