IMIDX Mutual Fund

IMIDX Mutual Fund

NAV$20.78
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Returns Overview

1 Month
-2.90%
3 Months
-8.19%
6 Months
+7.08%
YTD
+7.08%
1 Year
+0.59%
3 Years (annualized)
+4.73%
5 Years (annualized)
-0.94%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMIDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.08%
Peer Avg (YTD)
+6.72%
vs Peers
+0.35%

IMIDX Mutual Fund Performance

IMIDX performance across multiple time periods: 1-month -2.90%, YTD 7.08%, 1-year 0.59%, 3-year 4.73%, 5-year -0.94%, 10-year 9.14%.

IMIDX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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