IRCZX Mutual Fund

IRCZX Mutual Fund

NAV$15.52
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Returns Overview

1 Month
-2.67%
3 Months
+2.56%
6 Months
+10.37%
YTD
+13.57%
1 Year
+18.51%
3 Years (annualized)
+21.27%
5 Years (annualized)
+8.41%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRCZX 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
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📉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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+13.57%
Peer Avg (YTD)
+7.86%
vs Peers
+5.71%

IRCZX Mutual Fund Performance

IRCZX performance across multiple time periods: 1-month -2.67%, YTD 13.57%, 1-year 18.51%, 3-year 21.27%, 5-year 8.41%, 10-year 8.94%.

IRCZX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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