IIRMX Mutual Fund

NAV$9.08

Returns Overview

1 Month
-0.44%
3 Months
-24.02%
6 Months
-20.49%
YTD
-18.49%
1 Year
+21.17%
3 Years (annualized)
+16.03%
5 Years (annualized)
+8.09%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIRMX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
-18.49%
Peer Avg (YTD)
+10.82%
vs Peers
-29.31%

IIRMX Mutual Fund Performance

IIRMX performance across multiple time periods: 1-month -0.44%, YTD -18.49%, 1-year 21.17%, 3-year 16.03%, 5-year 8.09%, 10-year 11.57%.

IIRMX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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