IRGFX Mutual Fund

NAV$27.36

Returns Overview

1 Month
+7.62%
3 Months
+24.64%
6 Months
+22.12%
YTD
+21.06%
1 Year
+20.90%
3 Years (annualized)
+13.37%
5 Years (annualized)
+3.05%
10 Years (annualized)
+11.99%

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

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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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+21.06%
Peer Avg (YTD)
+18.52%
vs Peers
+2.54%

IRGFX Mutual Fund Performance

IRGFX performance across multiple time periods: 1-month 7.62%, YTD 21.06%, 1-year 20.90%, 3-year 13.37%, 5-year 3.05%, 10-year 11.99%.

IRGFX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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