IRGPX Mutual Fund

IRGPX Mutual Fund

NAV$11.74
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Returns Overview

1 Month
-1.61%
3 Months
-0.17%
6 Months
+11.67%
YTD
+8.63%
1 Year
+11.35%
3 Years (annualized)
+15.67%
5 Years (annualized)
+8.05%
10 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRGPX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+8.63%
Peer Avg (YTD)
+6.10%
vs Peers
+2.53%

IRGPX Mutual Fund Performance

IRGPX performance across multiple time periods: 1-month -1.61%, YTD 8.63%, 1-year 11.35%, 3-year 15.67%, 5-year 8.05%, 10-year 9.61%.

IRGPX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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