IIRGX Mutual Fund

IIRGX Mutual Fund

NAV$11.88
See how much of IIRGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.51%
3 Months
+3.29%
6 Months
+6.81%
YTD
+8.50%
1 Year
+16.70%
3 Years (annualized)
+14.59%
5 Years (annualized)
+8.53%
10 Years (annualized)
+9.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIRGX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+8.50%
Peer Avg (YTD)
+6.57%
vs Peers
+1.93%

IIRGX Mutual Fund Performance

IIRGX performance across multiple time periods: 1-month -0.51%, YTD 8.50%, 1-year 16.70%, 3-year 14.59%, 5-year 8.53%, 10-year 9.88%.

IIRGX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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