IMRFX Mutual Fund

IMRFX Mutual Fund

NAV$13.92
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Returns Overview

1 Month
-2.60%
3 Months
-1.35%
6 Months
+6.29%
YTD
+4.13%
1 Year
+6.92%
3 Years (annualized)
+11.84%
5 Years (annualized)
+3.00%
10 Years (annualized)
+5.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMRFX 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 ACWI All Cap Index(MSCIACWIALLCI)
This Mutual Fund (YTD)
+4.13%
Peer Avg (YTD)
+4.96%
vs Peers
-0.83%

IMRFX Mutual Fund Performance

IMRFX performance across multiple time periods: 1-month -2.60%, YTD 4.13%, 1-year 6.92%, 3-year 11.84%, 5-year 3.00%, 10-year 5.83%.

IMRFX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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