IRMTX Mutual Fund

IRMTX Mutual Fund

NAV$8.21
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Returns Overview

1 Month
+1.80%
3 Months
+4.17%
6 Months
+8.73%
YTD
+16.18%
1 Year
+17.08%
3 Years (annualized)
+15.93%
5 Years (annualized)
+7.22%
10 Years (annualized)
+10.80%

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)
+16.18%
Peer Avg (YTD)
+9.89%
vs Peers
+6.29%

IRMTX Mutual Fund Performance

IRMTX performance across multiple time periods: 1-month 1.80%, YTD 16.18%, 1-year 17.08%, 3-year 15.93%, 5-year 7.22%, 10-year 10.80%.

IRMTX returns outperform the peer average of 9.89% 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.