IMCGX Mutual Fund

IMCGX Mutual Fund

NAV$9.31
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Returns Overview

1 Month
-2.56%
3 Months
-5.87%
6 Months
+11.74%
YTD
+4.70%
1 Year
+1.54%
3 Years (annualized)
+13.21%
5 Years (annualized)
+1.10%
10 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMCGX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.70%
Peer Avg (YTD)
+6.73%
vs Peers
-2.03%

IMCGX Mutual Fund Performance

IMCGX performance across multiple time periods: 1-month -2.56%, YTD 4.70%, 1-year 1.54%, 3-year 13.21%, 5-year 1.10%, 10-year 8.61%.

IMCGX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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