IRMAX Mutual Fund

IRMAX Mutual Fund

NAV$8.05
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Returns Overview

1 Month
-4.27%
3 Months
-3.21%
6 Months
+9.87%
YTD
+9.87%
1 Year
+11.07%
3 Years (annualized)
+15.83%
5 Years (annualized)
+7.11%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRMAX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+9.87%
Peer Avg (YTD)
+6.72%
vs Peers
+3.15%

IRMAX Mutual Fund Performance

IRMAX performance across multiple time periods: 1-month -4.27%, YTD 9.87%, 1-year 11.07%, 3-year 15.83%, 5-year 7.11%, 10-year 10.69%.

IRMAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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