IRSIX Mutual Fund

IRSIX Mutual Fund

NAV$12.77
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Returns Overview

1 Month
-5.38%
3 Months
-7.50%
6 Months
+12.32%
YTD
+11.98%
1 Year
+15.48%
3 Years (annualized)
+16.60%
5 Years (annualized)
+6.03%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRSIX 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)
+11.98%
Peer Avg (YTD)
+10.34%
vs Peers
+1.64%

IRSIX Mutual Fund Performance

IRSIX performance across multiple time periods: 1-month -5.38%, YTD 11.98%, 1-year 15.48%, 3-year 16.60%, 5-year 6.03%, 10-year 9.68%.

IRSIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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