IRMGX Mutual Fund

NAV$10.92

Returns Overview

1 Month
-0.28%
3 Months
+9.75%
6 Months
+7.24%
YTD
+7.03%
1 Year
+26.71%
3 Years (annualized)
+14.91%
5 Years (annualized)
+7.92%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRMGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index
This Mutual Fund (YTD)
+7.03%
Peer Avg (YTD)
+5.87%
vs Peers
+1.16%

IRMGX Mutual Fund Performance

IRMGX performance across multiple time periods: 1-month -0.28%, YTD 7.03%, 1-year 26.71%, 3-year 14.91%, 5-year 7.92%, 10-year 9.75%.

IRMGX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

IRMGX performance comparison shows side-by-side returns with another fund. IRMGX alternatives are available in the Mutual Fund Screener.