IRGFX Mutual Fund

IRGFX Mutual Fund

NAV$27.37
See how much of IRGFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.96%
3 Months
+6.48%
6 Months
+13.18%
YTD
+16.07%
1 Year
+27.83%
3 Years (annualized)
+13.55%
5 Years (annualized)
+3.35%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRGFX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+16.07%
Peer Avg (YTD)
+15.31%
vs Peers
+0.76%

IRGFX Mutual Fund Performance

IRGFX performance across multiple time periods: 1-month -4.96%, YTD 16.07%, 1-year 27.83%, 3-year 13.55%, 5-year 3.35%, 10-year 10.88%.

IRGFX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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