IIRSX Mutual Fund

IIRSX Mutual Fund

NAV$13.66
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Returns Overview

1 Month
-5.31%
3 Months
-7.30%
6 Months
+12.65%
YTD
+12.49%
1 Year
+16.06%
3 Years (annualized)
+17.18%
5 Years (annualized)
+6.55%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIRSX 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)
+12.49%
Peer Avg (YTD)
+10.34%
vs Peers
+2.15%

IIRSX Mutual Fund Performance

IIRSX performance across multiple time periods: 1-month -5.31%, YTD 12.49%, 1-year 16.06%, 3-year 17.18%, 5-year 6.55%, 10-year 10.23%.

IIRSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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