IRMAX Mutual Fund

IRMAX Mutual Fund

NAV$8.12
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Returns Overview

1 Month
+3.06%
3 Months
+0.50%
6 Months
+5.59%
YTD
+13.24%
1 Year
+15.50%
3 Years (annualized)
+19.37%
5 Years (annualized)
+6.50%
10 Years (annualized)
+10.88%

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
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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 Index(^RMCC)
This Mutual Fund (YTD)
+13.24%
Peer Avg (YTD)
+8.01%
vs Peers
+5.23%

IRMAX Mutual Fund Performance

IRMAX performance across multiple time periods: 1-month 3.06%, YTD 13.24%, 1-year 15.50%, 3-year 19.37%, 5-year 6.50%, 10-year 10.88%.

IRMAX returns outperform the peer average of 8.01% 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.