IMOPX Mutual Fund

IMOPX Mutual Fund

NAV$2.53
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Returns Overview

1 Month
-5.78%
3 Months
-5.78%
6 Months
+19.23%
YTD
-0.42%
1 Year
-4.77%
3 Years (annualized)
+11.48%
5 Years (annualized)
+0.64%
10 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMOPX 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)
-0.42%
Peer Avg (YTD)
+10.76%
vs Peers
-11.18%

IMOPX Mutual Fund Performance

IMOPX performance across multiple time periods: 1-month -5.78%, YTD -0.42%, 1-year -4.77%, 3-year 11.48%, 5-year 0.64%, 10-year 10.18%.

IMOPX returns trail the peer average of 10.76% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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