IRMIX Mutual Fund

IRMIX Mutual Fund

NAV$10.58
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Returns Overview

1 Month
-0.75%
3 Months
+1.44%
6 Months
+3.33%
YTD
+4.35%
1 Year
+10.20%
3 Years (annualized)
+9.43%
5 Years (annualized)
+4.30%
10 Years (annualized)
+6.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRMIX 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
S&P Target Risk Moderate Index(^SPTGMU:SP)
This Mutual Fund (YTD)
+4.35%
Peer Avg (YTD)
+3.39%
vs Peers
+0.96%

IRMIX Mutual Fund Performance

IRMIX performance across multiple time periods: 1-month -0.75%, YTD 4.35%, 1-year 10.20%, 3-year 9.43%, 5-year 4.30%, 10-year 6.46%.

IRMIX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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