IRGTX Mutual Fund

IRGTX Mutual Fund

NAV$10.21
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Returns Overview

1 Month
+1.40%
3 Months
+7.96%
6 Months
+9.36%
YTD
+9.25%
1 Year
+11.36%
3 Years (annualized)
+8.58%
5 Years (annualized)
+2.25%
10 Years (annualized)
+3.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRGTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+9.25%
Peer Avg (YTD)
+11.24%
vs Peers
-1.99%

IRGTX Mutual Fund Performance

IRGTX performance across multiple time periods: 1-month 1.40%, YTD 9.25%, 1-year 11.36%, 3-year 8.58%, 5-year 2.25%, 10-year 3.98%.

IRGTX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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