IRMAX Mutual Fund

IRMAX Mutual Fund

NAV$8.13
See how much of IRMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.74%
3 Months
+5.06%
6 Months
+10.62%
YTD
+13.90%
1 Year
+17.63%
3 Years (annualized)
+13.73%
5 Years (annualized)
+7.23%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRMAX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+13.90%
Peer Avg (YTD)
+9.54%
vs Peers
+4.36%

IRMAX Mutual Fund Performance

IRMAX performance across multiple time periods: 1-month -0.74%, YTD 13.90%, 1-year 17.63%, 3-year 13.73%, 5-year 7.23%, 10-year 10.45%.

IRMAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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