IRMIX Mutual Fund

NAV$10.74

Returns Overview

1 Month
-0.09%
3 Months
+6.73%
6 Months
+5.35%
YTD
+5.14%
1 Year
+14.09%
3 Years (annualized)
+10.02%
5 Years (annualized)
+4.65%
10 Years (annualized)
+6.96%

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
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
S&P Target Risk Moderate Index(^SPTGMU:SP)
This Mutual Fund (YTD)
+5.14%
Peer Avg (YTD)
+4.14%
vs Peers
+1.00%

IRMIX Mutual Fund Performance

IRMIX performance across multiple time periods: 1-month -0.09%, YTD 5.14%, 1-year 14.09%, 3-year 10.02%, 5-year 4.65%, 10-year 6.96%.

IRMIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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