IMDRX Mutual Fund

IMDRX Mutual Fund

NAV$12.97
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Returns Overview

1 Month
-2.21%
3 Months
-1.46%
6 Months
+5.94%
YTD
+3.46%
1 Year
+6.05%
3 Years (annualized)
+11.96%
5 Years (annualized)
+4.58%
10 Years (annualized)
+6.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMDRX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+3.46%
Peer Avg (YTD)
+6.10%
vs Peers
-2.64%

IMDRX Mutual Fund Performance

IMDRX performance across multiple time periods: 1-month -2.21%, YTD 3.46%, 1-year 6.05%, 3-year 11.96%, 5-year 4.58%, 10-year 6.38%.

IMDRX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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