IRMIX Mutual Fund

IRMIX Mutual Fund

NAV$10.58
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Returns Overview

1 Month
-1.87%
3 Months
-1.32%
6 Months
+5.32%
YTD
+3.76%
1 Year
+5.96%
3 Years (annualized)
+10.34%
5 Years (annualized)
+4.35%
10 Years (annualized)
+6.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRMIX 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
S&P Target Risk Moderate Index(^SPTGMU:SP)
This Mutual Fund (YTD)
+3.76%
Peer Avg (YTD)
+2.46%
vs Peers
+1.30%

IRMIX Mutual Fund Performance

IRMIX performance across multiple time periods: 1-month -1.87%, YTD 3.76%, 1-year 5.96%, 3-year 10.34%, 5-year 4.35%, 10-year 6.60%.

IRMIX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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