IIMAX Mutual Fund

IIMAX Mutual Fund

NAV$22.23
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Returns Overview

1 Month
+2.92%
3 Months
+2.65%
6 Months
+4.49%
YTD
+3.40%
1 Year
+4.95%
3 Years (annualized)
+7.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIMAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+3.40%
Peer Avg (YTD)
+0.50%
vs Peers
+2.90%

IIMAX Mutual Fund Performance

IIMAX performance across multiple time periods: 1-month 2.92%, YTD 3.40%, 1-year 4.95%, 3-year 7.09%.

IIMAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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