Ironclad Managed Risk Fund (IRONX)
Fund Info
US4614186421
461418642
Oct 14, 2010
$2,500
Large-Cap
Blend
Expense Ratio
IRONX has a high expense ratio of 1.25%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Ironclad Managed Risk Fund (IRONX) returned 0.41% year-to-date (YTD) and 8.23% over the past 12 months. Over the past 10 years, IRONX returned 5.85% annually, underperforming the S&P 500 benchmark at 10.84%.
IRONX
0.41%
3.38%
-1.43%
8.23%
9.87%
9.28%
5.85%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of IRONX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.56% | -1.21% | -1.64% | -1.66% | 3.47% | 0.41% | |||||||
| 2024 | 1.13% | 3.44% | 2.25% | -2.99% | 2.72% | 2.56% | 1.12% | 1.28% | 1.43% | -0.99% | 4.60% | -2.30% | 14.89% |
| 2023 | 2.37% | -1.83% | 1.87% | 0.58% | 0.10% | 3.54% | 2.03% | -2.09% | -1.39% | -1.22% | 3.71% | 2.60% | 10.50% |
| 2022 | -3.94% | -0.50% | 1.91% | -2.76% | 1.83% | -3.69% | 5.07% | -2.27% | -2.22% | 7.42% | 2.88% | -2.74% | 0.25% |
| 2021 | -0.38% | 0.57% | 1.71% | 3.83% | -0.00% | 0.36% | 1.44% | 1.15% | -2.45% | 3.68% | -0.26% | 3.03% | 13.25% |
| 2020 | 0.00% | -3.09% | -1.30% | 2.42% | 0.10% | -0.79% | 3.18% | 5.68% | -4.92% | -0.86% | 3.67% | 1.86% | 5.60% |
| 2019 | 2.92% | 0.10% | 0.10% | 0.10% | -1.41% | 2.56% | 0.00% | -0.20% | 0.20% | 0.50% | 1.79% | 2.12% | 9.04% |
| 2018 | 1.47% | 0.19% | -0.48% | 3.40% | 1.69% | 0.18% | 0.83% | 0.09% | 0.00% | -0.73% | 1.01% | -4.74% | 2.74% |
| 2017 | 0.74% | 0.64% | 0.00% | 0.73% | 0.54% | 0.36% | 0.18% | 0.27% | -0.18% | -0.09% | 0.36% | -0.27% | 3.32% |
| 2016 | -3.34% | 0.67% | 0.76% | 0.19% | 0.66% | 0.75% | 0.46% | 0.19% | 0.28% | -0.37% | 1.48% | 0.21% | 1.88% |
| 2015 | -0.55% | 1.85% | -0.18% | 0.82% | 1.54% | -0.53% | 1.79% | -6.23% | 1.59% | 1.38% | -0.36% | 0.56% | 1.40% |
| 2014 | -0.99% | 2.82% | 0.79% | 0.18% | 0.53% | 0.61% | -0.61% | 0.52% | -0.09% | 0.00% | 0.52% | 0.50% | 4.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IRONX is 56, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Ironclad Managed Risk Fund (IRONX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Ironclad Managed Risk Fund provided a 0.19% dividend yield over the last twelve months, with an annual payout of $0.02 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.02 | $0.02 | $0.55 | $0.30 | $1.44 | $0.44 | $0.10 | $0.85 | $1.01 | $0.15 | $0.23 | $0.78 |
Dividend yield | 0.19% | 0.19% | 5.17% | 2.97% | 13.85% | 4.16% | 1.00% | 8.85% | 9.93% | 1.41% | 2.13% | 7.20% |
Monthly Dividends
The table displays the monthly dividend distributions for Ironclad Managed Risk Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.55 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.44 | $1.44 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.44 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.85 | $0.85 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.01 | $1.01 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
| 2014 | $0.78 | $0.78 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Ironclad Managed Risk Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Ironclad Managed Risk Fund was 13.71%, occurring on Mar 23, 2020. Recovery took 103 trading sessions.
The current Ironclad Managed Risk Fund drawdown is 2.78%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.71% | Feb 20, 2020 | 23 | Mar 23, 2020 | 103 | Aug 18, 2020 | 126 |
| -12.86% | Jun 1, 2011 | 48 | Aug 8, 2011 | 94 | Dec 20, 2011 | 142 |
| -11.68% | Dec 12, 2024 | 79 | Apr 8, 2025 | — | — | — |
| -9.29% | Aug 18, 2015 | 5 | Aug 24, 2015 | 414 | Apr 17, 2017 | 419 |
| -9.27% | Dec 28, 2021 | 120 | Jun 17, 2022 | 92 | Oct 28, 2022 | 212 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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