IRMPX Mutual Fund

IRMPX Mutual Fund

NAV$10.39
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Returns Overview

1 Month
-1.90%
3 Months
-1.44%
6 Months
+5.10%
YTD
+3.41%
1 Year
+5.42%
3 Years (annualized)
+9.93%
5 Years (annualized)
+3.97%
10 Years (annualized)
+6.23%

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
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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)
+3.41%
Peer Avg (YTD)
+2.46%
vs Peers
+0.96%

IRMPX Mutual Fund Performance

IRMPX performance across multiple time periods: 1-month -1.90%, YTD 3.41%, 1-year 5.42%, 3-year 9.93%, 5-year 3.97%, 10-year 6.23%.

IRMPX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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