IRTCX Mutual Fund

NAV$29.01

Returns Overview

1 Month
+2.68%
3 Months
+5.45%
6 Months
+7.23%
YTD
+6.38%
1 Year
+26.52%
3 Years (annualized)
+14.95%
5 Years (annualized)
+10.51%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.38%
Peer Avg (YTD)
+9.49%
vs Peers
-3.11%

IRTCX Mutual Fund Performance

IRTCX performance across multiple time periods: 1-month 2.68%, YTD 6.38%, 1-year 26.52%, 3-year 14.95%, 5-year 10.51%.

IRTCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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