IMOWX Mutual Fund

IMOWX Mutual Fund

NAV$23.52
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Returns Overview

1 Month
-0.80%
3 Months
-5.24%
6 Months
+14.75%
YTD
+4.45%
1 Year
+0.78%
3 Years (annualized)
+10.77%
5 Years (annualized)
+2.61%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMOWX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.45%
Peer Avg (YTD)
+6.72%
vs Peers
-2.28%

IMOWX Mutual Fund Performance

IMOWX performance across multiple time periods: 1-month -0.80%, YTD 4.45%, 1-year 0.78%, 3-year 10.77%, 5-year 2.61%, 10-year 10.64%.

IMOWX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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