INRSX Mutual Fund

INRSX Mutual Fund

NAV$25.71
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Returns Overview

1 Month
-9.63%
3 Months
+5.27%
6 Months
-4.03%
YTD
+11.97%
1 Year
+22.79%
3 Years (annualized)
+23.64%
5 Years (annualized)
+21.04%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INRSX 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)
+11.97%
Peer Avg (YTD)
+18.95%
vs Peers
-6.98%

INRSX Mutual Fund Performance

INRSX performance across multiple time periods: 1-month -9.63%, YTD 11.97%, 1-year 22.79%, 3-year 23.64%, 5-year 21.04%, 10-year 10.47%.

INRSX returns trail the peer average of 18.95% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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