IMLLX Mutual Fund

IMLLX Mutual Fund

NAV$15.46
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Returns Overview

1 Month
-1.91%
3 Months
-0.58%
6 Months
+9.28%
YTD
+5.68%
1 Year
+8.85%
3 Years (annualized)
+14.21%
5 Years (annualized)
+5.77%
10 Years (annualized)
+7.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMLLX 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)
+5.68%
Peer Avg (YTD)
+4.96%
vs Peers
+0.72%

IMLLX Mutual Fund Performance

IMLLX performance across multiple time periods: 1-month -1.91%, YTD 5.68%, 1-year 8.85%, 3-year 14.21%, 5-year 5.77%, 10-year 7.65%.

IMLLX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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