IRGUX Mutual Fund

NAV$26.19

Returns Overview

1 Month
+2.65%
3 Months
+14.31%
6 Months
+6.94%
YTD
+5.95%
1 Year
+5.65%
3 Years (annualized)
+14.89%
5 Years (annualized)
+7.63%
10 Years (annualized)
+13.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRGUX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+5.95%
Peer Avg (YTD)
+10.82%
vs Peers
-4.87%

IRGUX Mutual Fund Performance

IRGUX performance across multiple time periods: 1-month 2.65%, YTD 5.95%, 1-year 5.65%, 3-year 14.89%, 5-year 7.63%, 10-year 13.50%.

IRGUX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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