IRMCX Mutual Fund

IRMCX Mutual Fund

NAV$8.68
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Returns Overview

1 Month
+1.81%
3 Months
+4.18%
6 Months
+8.67%
YTD
+16.27%
1 Year
+17.25%
3 Years (annualized)
+16.13%
5 Years (annualized)
+7.40%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRMCX 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)
+16.27%
Peer Avg (YTD)
+9.89%
vs Peers
+6.38%

IRMCX Mutual Fund Performance

IRMCX performance across multiple time periods: 1-month 1.81%, YTD 16.27%, 1-year 17.25%, 3-year 16.13%, 5-year 7.40%, 10-year 10.97%.

IRMCX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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