IRONX Mutual Fund

NAV$14.46

Returns Overview

1 Month
-1.13%
3 Months
+7.50%
6 Months
+4.23%
YTD
+4.23%
1 Year
+11.14%
3 Years (annualized)
+12.92%
5 Years (annualized)
+13.62%
10 Years (annualized)
+11.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRONX 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
CBOE S&P 500 One-Week PutWrite Index(^WPUT)
This Mutual Fund (YTD)
+4.23%
Peer Avg (YTD)
+3.47%
vs Peers
+0.76%

IRONX Mutual Fund Performance

IRONX performance across multiple time periods: 1-month -1.13%, YTD 4.23%, 1-year 11.14%, 3-year 12.92%, 5-year 13.62%, 10-year 11.79%.

IRONX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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