IIRMX Mutual Fund

IIRMX Mutual Fund

NAV$9.27
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Returns Overview

1 Month
+3.16%
3 Months
+0.55%
6 Months
+5.87%
YTD
+13.76%
1 Year
+16.05%
3 Years (annualized)
+19.95%
5 Years (annualized)
+7.04%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIRMX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+13.76%
Peer Avg (YTD)
+8.01%
vs Peers
+5.75%

IIRMX Mutual Fund Performance

IIRMX performance across multiple time periods: 1-month 3.16%, YTD 13.76%, 1-year 16.05%, 3-year 19.95%, 5-year 7.04%, 10-year 11.44%.

IIRMX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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