IMOAX Mutual Fund

IMOAX Mutual Fund

NAV$13.05
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Returns Overview

1 Month
-2.19%
3 Months
-1.45%
6 Months
+5.98%
YTD
+3.61%
1 Year
+6.20%
3 Years (annualized)
+12.17%
5 Years (annualized)
+4.80%
10 Years (annualized)
+6.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMOAX 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)
+3.61%
Peer Avg (YTD)
+6.10%
vs Peers
-2.49%

IMOAX Mutual Fund Performance

IMOAX performance across multiple time periods: 1-month -2.19%, YTD 3.61%, 1-year 6.20%, 3-year 12.17%, 5-year 4.80%, 10-year 6.62%.

IMOAX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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