IRGVX Mutual Fund

IRGVX Mutual Fund

NAV$25.73
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Returns Overview

1 Month
+2.63%
3 Months
+14.25%
6 Months
+6.87%
YTD
+5.85%
1 Year
+5.48%
3 Years (annualized)
+14.70%
5 Years (annualized)
+7.47%
10 Years (annualized)
+14.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRGVX 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)
+5.85%
Peer Avg (YTD)
+10.82%
vs Peers
-4.97%

IRGVX Mutual Fund Performance

IRGVX performance across multiple time periods: 1-month 2.63%, YTD 5.85%, 1-year 5.48%, 3-year 14.70%, 5-year 7.47%, 10-year 14.52%.

IRGVX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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