IRMTX Mutual Fund

IRMTX Mutual Fund

NAV$8.42
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Returns Overview

1 Month
+3.07%
3 Months
+0.48%
6 Months
+5.70%
YTD
+14.68%
1 Year
+15.68%
3 Years (annualized)
+19.50%
5 Years (annualized)
+6.62%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRMTX 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)
+14.68%
Peer Avg (YTD)
+10.76%
vs Peers
+3.92%

IRMTX Mutual Fund Performance

IRMTX performance across multiple time periods: 1-month 3.07%, YTD 14.68%, 1-year 15.68%, 3-year 19.50%, 5-year 6.62%, 10-year 11.00%.

IRMTX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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