IRGFX Mutual Fund

IRGFX Mutual Fund

NAV$25.08
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Returns Overview

1 Month
-5.04%
3 Months
-8.52%
6 Months
+14.02%
YTD
+10.75%
1 Year
+15.28%
3 Years (annualized)
+15.93%
5 Years (annualized)
+4.12%
10 Years (annualized)
+12.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRGFX 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
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🏦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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.75%
Peer Avg (YTD)
+10.34%
vs Peers
+0.41%

IRGFX Mutual Fund Performance

IRGFX performance across multiple time periods: 1-month -5.04%, YTD 10.75%, 1-year 15.28%, 3-year 15.93%, 5-year 4.12%, 10-year 12.15%.

IRGFX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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