IRSPX Mutual Fund

IRSPX Mutual Fund

NAV$17.83
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Returns Overview

1 Month
-1.67%
3 Months
-0.17%
6 Months
+13.08%
YTD
+10.66%
1 Year
+15.00%
3 Years (annualized)
+18.49%
5 Years (annualized)
+9.48%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRSPX 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 Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+10.66%
Peer Avg (YTD)
+7.09%
vs Peers
+3.58%

IRSPX Mutual Fund Performance

IRSPX performance across multiple time periods: 1-month -1.67%, YTD 10.66%, 1-year 15.00%, 3-year 18.49%, 5-year 9.48%, 10-year 11.56%.

IRSPX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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