IRGMX Mutual Fund

NAV$10.75
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Returns Overview

1 Month
-0.28%
3 Months
+9.76%
6 Months
+7.42%
YTD
+7.09%
1 Year
+27.67%
3 Years (annualized)
+15.49%
5 Years (annualized)
+8.42%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRGMX 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
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📉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

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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
MSCI All Country World Index
This Mutual Fund (YTD)
+7.09%
Peer Avg (YTD)
+5.87%
vs Peers
+1.23%

IRGMX Mutual Fund Performance

IRGMX performance across multiple time periods: 1-month -0.28%, YTD 7.09%, 1-year 27.67%, 3-year 15.49%, 5-year 8.42%, 10-year 9.98%.

IRGMX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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