IRMCX Mutual Fund

IRMCX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
+3.14%
3 Months
+0.57%
6 Months
+5.77%
YTD
+14.84%
1 Year
+15.81%
3 Years (annualized)
+19.71%
5 Years (annualized)
+6.80%
10 Years (annualized)
+11.18%

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)
+14.84%
Peer Avg (YTD)
+10.76%
vs Peers
+4.08%

IRMCX Mutual Fund Performance

IRMCX performance across multiple time periods: 1-month 3.14%, YTD 14.84%, 1-year 15.81%, 3-year 19.71%, 5-year 6.80%, 10-year 11.18%.

IRMCX returns outperform the peer average of 10.76% 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.