IRGJX Mutual Fund

IRGJX Mutual Fund

NAV$26.58
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Returns Overview

1 Month
+2.67%
3 Months
+14.40%
6 Months
+7.11%
YTD
+6.08%
1 Year
+5.91%
3 Years (annualized)
+15.17%
5 Years (annualized)
+7.89%
10 Years (annualized)
+13.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRGJX 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 Growth Index(^RMCCG)
This Mutual Fund (YTD)
+6.08%
Peer Avg (YTD)
+10.82%
vs Peers
-4.74%

IRGJX Mutual Fund Performance

IRGJX performance across multiple time periods: 1-month 2.67%, YTD 6.08%, 1-year 5.91%, 3-year 15.17%, 5-year 7.89%, 10-year 13.78%.

IRGJX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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