IIRGX Mutual Fund

NAV$11.86

Returns Overview

3 Months
+12.00%
6 Months
+9.47%
YTD
+9.07%
1 Year
+35.55%
3 Years (annualized)
+18.70%
5 Years (annualized)
+10.51%
10 Years (annualized)
+12.70%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+9.07%
Peer Avg (YTD)
+6.73%
vs Peers
+2.34%

IIRGX Mutual Fund Performance

IIRGX performance across multiple time periods: YTD 9.07%, 1-year 35.55%, 3-year 18.70%, 5-year 10.51%, 10-year 12.70%.

IIRGX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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