IMCVX Mutual Fund

NAV$10.48

Returns Overview

1 Month
+3.55%
3 Months
+8.84%
6 Months
+13.30%
YTD
+12.18%
1 Year
+17.49%
3 Years (annualized)
+11.49%
5 Years (annualized)
+6.45%
10 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMCVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+12.18%
Peer Avg (YTD)
+10.82%
vs Peers
+1.37%

IMCVX Mutual Fund Performance

IMCVX performance across multiple time periods: 1-month 3.55%, YTD 12.18%, 1-year 17.49%, 3-year 11.49%, 5-year 6.45%, 10-year 8.02%.

IMCVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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