IMCGX Mutual Fund

NAV$9.19

Returns Overview

1 Month
-1.61%
3 Months
+3.61%
6 Months
+4.08%
YTD
+5.27%
1 Year
+7.81%
3 Years (annualized)
+16.76%
5 Years (annualized)
+11.32%
10 Years (annualized)
+14.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMCGX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.27%
Peer Avg (YTD)
+10.82%
vs Peers
-5.55%

IMCGX Mutual Fund Performance

IMCGX performance across multiple time periods: 1-month -1.61%, YTD 5.27%, 1-year 7.81%, 3-year 16.76%, 5-year 11.32%, 10-year 14.67%.

IMCGX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

IMCGX performance comparison shows side-by-side returns with another fund. IMCGX alternatives are available in the Mutual Fund Screener.