IIMCX Mutual Fund

IIMCX Mutual Fund

NAV$22.20
See how much of IIMCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.76%
3 Months
+2.48%
6 Months
+4.10%
YTD
+2.86%
1 Year
+4.15%
3 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIMCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+2.86%
Peer Avg (YTD)
+0.50%
vs Peers
+2.36%

IIMCX Mutual Fund Performance

IIMCX performance across multiple time periods: 1-month 2.76%, YTD 2.86%, 1-year 4.15%, 3-year 7.00%.

IIMCX returns outperform the peer average of 0.50% YTD. With an expense ratio of 2.84%, investors should weigh costs against performance when evaluating this mutual fund.

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