IRGIX Mutual Fund

NAV$10.21

Returns Overview

1 Month
+1.31%
3 Months
+7.85%
6 Months
+9.43%
YTD
+9.22%
1 Year
+11.53%
3 Years (annualized)
+8.80%
5 Years (annualized)
+2.47%
10 Years (annualized)
+4.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRGIX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+9.22%
Peer Avg (YTD)
+11.24%
vs Peers
-2.03%

IRGIX Mutual Fund Performance

IRGIX performance across multiple time periods: 1-month 1.31%, YTD 9.22%, 1-year 11.53%, 3-year 8.80%, 5-year 2.47%, 10-year 4.22%.

IRGIX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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