IMRFX Mutual Fund

NAV$14.26

Returns Overview

1 Month
-0.64%
3 Months
+7.75%
6 Months
+5.96%
YTD
+5.56%
1 Year
+14.44%
3 Years (annualized)
+11.29%
5 Years (annualized)
+3.15%
10 Years (annualized)
+5.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMRFX 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
MSCI ACWI All Cap Index(MSCIACWIALLCI)
This Mutual Fund (YTD)
+5.56%
Peer Avg (YTD)
+5.87%
vs Peers
-0.31%

IMRFX Mutual Fund Performance

IMRFX performance across multiple time periods: 1-month -0.64%, YTD 5.56%, 1-year 14.44%, 3-year 11.29%, 5-year 3.15%, 10-year 5.98%.

IMRFX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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