IRMPX Mutual Fund

IRMPX Mutual Fund

NAV$10.38
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Returns Overview

1 Month
+1.25%
3 Months
+0.38%
6 Months
+3.45%
YTD
+5.42%
1 Year
+9.38%
3 Years (annualized)
+9.93%
5 Years (annualized)
+3.97%
10 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRMPX 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)
+5.42%
Peer Avg (YTD)
+3.78%
vs Peers
+1.65%

IRMPX Mutual Fund Performance

IRMPX performance across multiple time periods: 1-month 1.25%, YTD 5.42%, 1-year 9.38%, 3-year 9.93%, 5-year 3.97%, 10-year 6.23%.

IRMPX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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