IMBAX Mutual Fund

IMBAX Mutual Fund

NAV$9.16
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Returns Overview

1 Month
+0.88%
3 Months
+0.20%
6 Months
+0.60%
YTD
+0.98%
1 Year
+1.75%
3 Years (annualized)
+4.08%
5 Years (annualized)
+1.47%
10 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMBAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+0.98%
Peer Avg (YTD)
+2.28%
vs Peers
-1.30%

IMBAX Mutual Fund Performance

IMBAX performance across multiple time periods: 1-month 0.88%, YTD 0.98%, 1-year 1.75%, 3-year 4.08%, 5-year 1.47%, 10-year 1.51%.

IMBAX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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