IRGPX Mutual Fund

IRGPX Mutual Fund

NAV$11.69
See how much of IRGPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.08%
3 Months
+1.38%
6 Months
+7.98%
YTD
+10.41%
1 Year
+16.03%
3 Years (annualized)
+15.67%
5 Years (annualized)
+8.05%
10 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRGPX 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
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+10.41%
Peer Avg (YTD)
+7.17%
vs Peers
+3.24%

IRGPX Mutual Fund Performance

IRGPX performance across multiple time periods: 1-month 2.08%, YTD 10.41%, 1-year 16.03%, 3-year 15.67%, 5-year 8.05%, 10-year 9.61%.

IRGPX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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