IRMCX Mutual Fund

NAV$8.82

Returns Overview

1 Month
+3.02%
3 Months
+13.59%
6 Months
+14.97%
YTD
+13.59%
1 Year
+20.94%
3 Years (annualized)
+15.79%
5 Years (annualized)
+7.82%
10 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRMCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+13.59%
Peer Avg (YTD)
+10.82%
vs Peers
+2.78%

IRMCX Mutual Fund Performance

IRMCX performance across multiple time periods: 1-month 3.02%, YTD 13.59%, 1-year 20.94%, 3-year 15.79%, 5-year 7.82%, 10-year 11.29%.

IRMCX returns outperform 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.

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