IMCVX Mutual Fund

IMCVX Mutual Fund

NAV$9.97
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Returns Overview

1 Month
+0.39%
3 Months
+4.56%
6 Months
+4.45%
YTD
+14.41%
1 Year
+14.31%
3 Years (annualized)
+11.65%
5 Years (annualized)
+5.89%
10 Years (annualized)
+7.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMCVX 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 Value(^RMCCV)
This Mutual Fund (YTD)
+14.41%
Peer Avg (YTD)
+9.89%
vs Peers
+4.52%

IMCVX Mutual Fund Performance

IMCVX performance across multiple time periods: 1-month 0.39%, YTD 14.41%, 1-year 14.31%, 3-year 11.65%, 5-year 5.89%, 10-year 7.59%.

IMCVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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