IIMFX Mutual Fund

IIMFX Mutual Fund

NAV$22.25
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Returns Overview

1 Month
+3.12%
3 Months
+2.84%
6 Months
+4.88%
YTD
+4.05%
1 Year
+5.81%
3 Years (annualized)
+4.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIMFX 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

This Mutual Fund (YTD)
+4.05%
Peer Avg (YTD)
+0.50%
vs Peers
+3.55%

IIMFX Mutual Fund Performance

IIMFX performance across multiple time periods: 1-month 3.12%, YTD 4.05%, 1-year 5.81%, 3-year 4.56%.

IIMFX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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