IRONX Mutual Fund

IRONX Mutual Fund

NAV$14.45
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Returns Overview

1 Month
-0.42%
3 Months
+1.50%
6 Months
+9.11%
YTD
+5.79%
1 Year
+6.81%
3 Years (annualized)
+11.84%
5 Years (annualized)
+9.17%
10 Years (annualized)
+7.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IRONX 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
CBOE S&P 500 One-Week PutWrite Index(^WPUT)
This Mutual Fund (YTD)
+5.79%
Peer Avg (YTD)
+5.40%
vs Peers
+0.39%

IRONX Mutual Fund Performance

IRONX performance across multiple time periods: 1-month -0.42%, YTD 5.79%, 1-year 6.81%, 3-year 11.84%, 5-year 9.17%, 10-year 7.62%.

IRONX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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