ITRGX Mutual Fund

NAV$46.50

Returns Overview

1 Month
+3.67%
3 Months
+8.57%
6 Months
+29.53%
YTD
+18.14%
1 Year
+25.25%
3 Years (annualized)
+28.82%
5 Years (annualized)
+13.07%
10 Years (annualized)
+14.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ITRGX 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 500 Index(SPX)
This Mutual Fund (YTD)
+18.14%
Peer Avg (YTD)
+17.27%
vs Peers
+0.87%

ITRGX Mutual Fund Performance

ITRGX performance across multiple time periods: 1-month 3.67%, YTD 18.14%, 1-year 25.25%, 3-year 28.82%, 5-year 13.07%, 10-year 14.13%.

ITRGX returns outperform the peer average of 17.27% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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