IRMPX Mutual Fund

NAV$10.50

Returns Overview

1 Month
-0.10%
3 Months
+6.63%
6 Months
+5.13%
YTD
+4.92%
1 Year
+13.73%
3 Years (annualized)
+9.64%
5 Years (annualized)
+4.27%
10 Years (annualized)
+6.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRMPX 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
S&P Target Risk Moderate Index(^SPTGMU:SP)
This Mutual Fund (YTD)
+4.92%
Peer Avg (YTD)
+4.14%
vs Peers
+0.78%

IRMPX Mutual Fund Performance

IRMPX performance across multiple time periods: 1-month -0.10%, YTD 4.92%, 1-year 13.73%, 3-year 9.64%, 5-year 4.27%, 10-year 6.83%.

IRMPX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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