IAMOX Mutual Fund

IAMOX Mutual Fund

NAV$2.00
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Returns Overview

1 Month
-5.91%
3 Months
-5.91%
6 Months
+23.46%
YTD
-0.50%
1 Year
-5.00%
3 Years (annualized)
+11.31%
5 Years (annualized)
+0.54%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAMOX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
-0.50%
Peer Avg (YTD)
+10.76%
vs Peers
-11.26%

IAMOX Mutual Fund Performance

IAMOX performance across multiple time periods: 1-month -5.91%, YTD -0.50%, 1-year -5.00%, 3-year 11.31%, 5-year 0.54%, 10-year 10.06%.

IAMOX returns trail the peer average of 10.76% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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