IIMOX Mutual Fund

IIMOX Mutual Fund

NAV$4.75
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Returns Overview

1 Month
-5.76%
3 Months
-5.76%
6 Months
-0.23%
YTD
-0.05%
1 Year
-4.35%
3 Years (annualized)
+11.92%
5 Years (annualized)
+1.05%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIMOX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
-0.05%
Peer Avg (YTD)
+10.76%
vs Peers
-10.81%

IIMOX Mutual Fund Performance

IIMOX performance across multiple time periods: 1-month -5.76%, YTD -0.05%, 1-year -4.35%, 3-year 11.92%, 5-year 1.05%, 10-year 10.61%.

IIMOX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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