IIRGX Mutual Fund

IIRGX Mutual Fund

NAV$11.61
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Returns Overview

1 Month
-0.26%
3 Months
+0.17%
6 Months
+3.47%
YTD
+8.69%
1 Year
+9.82%
3 Years (annualized)
+17.92%
5 Years (annualized)
+7.95%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIRGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+8.69%
Peer Avg (YTD)
+6.20%
vs Peers
+2.49%

IIRGX Mutual Fund Performance

IIRGX performance across multiple time periods: 1-month -0.26%, YTD 8.69%, 1-year 9.82%, 3-year 17.92%, 5-year 7.95%, 10-year 10.03%.

IIRGX returns outperform the peer average of 6.20% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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