IMOYX Mutual Fund

IMOYX Mutual Fund

NAV$14.60
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Returns Overview

1 Month
-2.42%
3 Months
+0.97%
6 Months
+7.49%
YTD
+7.17%
1 Year
+11.95%
3 Years (annualized)
+15.76%
5 Years (annualized)
+9.03%
10 Years (annualized)
+8.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMOYX 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 NR Index Unhedged(^MWDNRUNH)
This Mutual Fund (YTD)
+7.17%
Peer Avg (YTD)
+4.97%
vs Peers
+2.20%

IMOYX Mutual Fund Performance

IMOYX performance across multiple time periods: 1-month -2.42%, YTD 7.17%, 1-year 11.95%, 3-year 15.76%, 5-year 9.03%, 10-year 8.20%.

IMOYX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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