IIMOX Mutual Fund

IIMOX Mutual Fund

NAV$5.21
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Returns Overview

1 Month
-0.57%
3 Months
-5.03%
6 Months
+14.93%
YTD
+4.55%
1 Year
+0.94%
3 Years (annualized)
+10.85%
5 Years (annualized)
+2.82%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IIMOX 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)
+4.55%
Peer Avg (YTD)
+6.72%
vs Peers
-2.17%

IIMOX Mutual Fund Performance

IIMOX performance across multiple time periods: 1-month -0.57%, YTD 4.55%, 1-year 0.94%, 3-year 10.85%, 5-year 2.82%, 10-year 10.90%.

IIMOX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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